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.
Note: If your customer has paid the invoice using an online payment, OnBalance will assign a customer payment status of pending to the invoice. While the status of the payment is pending, you cannot edit or delete the invoice. Once the automatic payment is made in OnBalance, the status changes to paid.
You can view payments in the following ways.
- In the customer activity screen,
click a payment reference row for which you want to view payment information.
To open the customer activity screen, click a customer record in the Customers screen.
For more information, see customer activity.
- In the Sales screen,
do the following.
To open the Sales screen, click Sales in the navigation panel.
For more information, see Sales.
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Click the invoice row for which you want to view payment information.
Note: You can filter invoices by date and status in the Sales screen.
- If necessary, click Payments to expand the Payments section.
- Click View Payment for the payment information you want to view.
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You can view payments in the following ways.
- Tap > the invoice for which you want to view payments.
- Tap More > Customers > customer name.
You can view payments in the following ways.
- Tap > the invoice for which you want to view payments.
- Tap More > Customers > customer name.
The availability of some or all of these features depends on your OnBalance bundle.
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