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Overview

Payment details can be displayed as a PDF stand alone document or can be sent as an e-mail. This allows to have a copy, if needed, of your transactions.

In order to get either those, please do the following:

Instructions

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Go to AR (Accounts Receivables)>>Payment History" sub-tab menu.


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 Find a specific payment record by clicking on the Search button and using the search filters.


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The system will display some details of the payment such as method, check/reference number. To see additional information, go to the Actions column and click on the More actions icon (Down-pointing arrow). 





Once you have selected an either Print Payment Details (PDF) or Send Email, a Payment detail receipt will be displayed, in either of those formats, with relevant information about your transaction.

Format:

The Payment details PDF and E-mail document is composed by the following sections:

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Company details, such as: Company logo, Company name and Company address, 


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Document Title


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Details regarding the person or company which made the payment


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Payment details, such as: Payment ID or number, Payment date, Payment method (Credit card type and last digits) and Clearent authorization number.


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Comments regarding this payment, if any. 


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Details regarding the invoices to which the payment was applied to. This includes: Invoice number, Invoice date, Purchase Order number, Amount to be paid for this invoice, Current payment received for this invoice, Other payments and credits for this invoice and the Invoice Balance, if any.



The PDF version will have this formatImage Removed:




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