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

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

 Go Go to the "Actions" column to find the different options available, such as View Details (through the magnifying glass icon), Edit, Print Payment Details, Send the Payment by Email and Cancel the Payment.

You can also view the details of the payments, such as the credits applied or overpayments, by clicking on the magnifying glass. Notice the system also displays the Balance, which corresponds to the remaining amount to be paid, meaning that once the total amount of the invoice is paid, this column will display 0.00.

 Export your payment history to an Excel or PDF file.

 Download here an example of the Payment History report in Excel.

Download here an example of the Payment History report in PDF.

Download here an example of the Payment Details report.

Download here an example of the Discounts report.

By clicking on the gray gear icon you can choose additional information related to Payments that may be helpful. E.g. The Processed By column displays the user name of the person who processed the Payment along with the hour of the payment.

Once you find the Control number that you want to edit, go to the Actions column > Click on Edit.

 The system will redirect you to the Receive Payment tab. There, you will have the option to enter the payment and update the information needed. The system will also list the available pending orders for the customer so you can apply the amount to other orders if you want. You can also unapply the payment by clicking on Clear.m

Finally, click on Save & Close or Save & New, to save the changes. This will save the update under the same payment control number. 

Go to A/R (Accounts Receivables)

 Click on the Payment History tab

 Use the filter to search for the payment you want to process.

 Once you find the payment, go to the Actions column, click on the dropdown list and click on Process NSF.

The system will ask you to confirm the NSF process. If an NSF amount has been set up from Accounts Receivables Settings, this process will generate an invoice. If this is not the case, a negative payment will be created and no invoice will be generated.

Once you click on Continue, an indicator will appear in the payment history. When the cursor is placed over the NSF icon, the system will display the information of the user who processed the NSF.

An invoice will be generated for the customer if any fee has been entered.

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

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

 Go to the Actions column and click on the drop-down menu.

 Click on Send Email.

 Enter the email addresses where the payments should be sent. Click on Send.

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

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

 Go to the Actions column and click on the details icon.

 The system will pop up the Orders on this Payment window where you will be able to review the payment details. This information may be useful for future use.

The credit card information will be available in the Check/Reference # field. The first field is the credit card name and the last 4 digits of the credit card while the second field corresponds to the transaction number in Clearent.