The Payments tab displays all payments received from the customer.
Issue Refund Check Button
This button opens the Refund Screen where you can fill out the information for a refund check. Optionally, select the checkbox next to one or multiple payment records listed at the bottom of the screen to automatically calculate the amount of the refund check.
For a master customer on the Payments tab, the Master Payments sub tab also has the Issue Refund Check button.
Note: The Issue Refund Check button is hidden on the Sub Customer Payments tab.
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 opens a dialog box where you can 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 creates a .pdf file of the customer receipt. You 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 opens a list of the customer’s invoices with a balance due. Selects which invoice(s) to apply the payment.
