View payments

To help you keep track of payments your customers have made, you can view the details of your customers' payments and delete payments in the View Payment screen.

You can view payments in the following ways.

• In the customer activity screen,

  To open the customer activity screen, click a customer record in the Customers screen.

  For more information, see customer activity.

  click a payment reference row for which you want to view payment information.
• In the Sales screen,

  To open the Sales screen, click Sales in the navigation panel.

  For more information, see Sales.

  do the following.

  1. Click the invoice row for which you want to view payment information.

     Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

  2. If necessary, click Payments to expand the Payments section.
  3. Click  View Payment for the payment information you want to view.

In the View Payment screen, you can print a copy of the receipt or save the receipt as a PDF file. This receipt is lists detail of each payment made, such as invoices paid, payment methods, and withholdings. You can print the receipt or save it as a PDF file.

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