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Overview

Payment details can be displayed as a stand-alone PDF 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.

Payment Receipt Details

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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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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Details regarding the person or company which made the payment


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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 bottom part of the document will always show:

On the bottom left you will find Page (This will change depending on how many pages the document has, or if there is more than one) and, on the bottom right, a clarification for the column Other Payments and Credits and Invoice Balance regarding the validity of such columns in terms of date and time. 

Info
titlePDF and E-mail

Remember that the E-mail and PDF will always display the same information and the only difference will be the format. While you can change the size of the document on the e-mail (this will generally fit your screen depending on the App or Browser you are using) the PDF format will always have the same size due to how this formats works, only allowing to zoom in or out.