Customer Payment History

The Customer Payment History screen will display a list of payments from the customer. Payments will display in payment date sequence (newest-to-oldest) by default. The image pane on the right side of the screen will display the associated Cash Receipts image for the selected row.

Field/Button

Description

Total paid

This amount represents the total of values displayed in the 'Paid amount' column.

Invoice

Click this button to view details for the selected invoice:

  • If the selected invoice originated from A/R, the Accounts Receivable Invoice Inquiry window opens.

  • If the selected invoice originated from Order Processing, the Order Processing Invoice Inquiry screen opens.

Internal notes

Click this button to open the Invoice and Collection Notes window to display date-stamped note entries for a specific customer invoice.

Send invoice

Click this button to link to the invoice form starting screen to re-print and/or email the form to the customer. The software will open the AR Invoice Form or Order Processing Invoice Print screen in a new tab, depending on the source of the highlighted invoice.

Note:

This link will be hidden if the user does not have authorization to print invoices.

Invoice image

Click this button to view images added during Cash Receipts / Adjustments Entry. You can also add images to payments by clicking this button.

Status

Select the invoice status from the following options:

  • Open items (updated)

  • Unposted draw requests

  • Unposted A/R invoices