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.



Total paid

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


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.


Select the invoice status from the following options:

  • Open items (updated)

  • Unposted draw requests

  • Unposted A/R invoices