Payments

Note: The ability to work with payments is in Limited Availability (LA) for some of our customers. Look for full support in a future release, including payment refunds, distributions, and applications.

Clients send you payments to cover the cost of invoices for billing items. When you add a payment for a charge, you must associate it with a deposit.

To access the list of payments, go to Receivables, Payments. To change column headers, select Columns, choose details to include, then select Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.

To quickly locate the payment you want, search or filter the list.