The Payments tab displays all payments received from the customer.
Issue Refund Check Button
This button will open the Refund Screen where you can fill out the information for a refund check. Optionally, check the box next to one or multiple payment records listed at the bottom of the screen to automatically calculate the amount of the refund check.
Payment Hyperlink
In the Payment # column, clicking on the hyperlink of a Payment will open the payment record for viewing.
Receipt Button
Clicking the Receipt button will open a dialog box where the user may enter an email address to email a receipt for the payment to the customer. There is an option on this dialog box to print the receipt. Selecting the print option will create a .pdf file of the customer receipt. Users can open the file and send the document to a local printer.
Apply Button
If there is an unapplied amount for a payment, clicking the Apply button will open a list of the customer’s invoices with a balance due. The user selects which invoice(s) to apply the payment.
