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The View Payment pop-up window allows you to view the work order ID, invoice ID, payment date, and amount of a payment towards an invoice. It also allows a refund to be performed on a payment.
There are several ways you can access the View Payment pop-up window; the following subsections will highlight some of the methods you can use in accessing the View Payment pop-up window:
Payments List Page
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Once you are on the "List" tab, there are three different ways to access the View Payment pop-up window:
Right-click on the selected payment and click on the "View" option from the drop-down.
Click on the "View" option from the Individual Actions drop-down.
Select the View icon under the "Actions" column.
Refund List Page
You can also access the View Payment pop-up window through the Refunds feature page:
From this page, select the payment ID of the desired payment to open the View Payment pop-up window:
Regardless of the method you choose, the View Payment pop-up window will appear. This pop-up window will display information regarding the payment as well as allow you to refund the payment.
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The list of terms found in the View Payment pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Work Order ID" | The work order ID associated with the payment |
| "Invoice ID" | The invoice ID associated with the payment |
| "Payment Date" | The date that the payment was issued |
| "Amount" | The total payment amount |
| "Refund" | Opens the Add Refund pop-up window, where you can input the refund amount |
If you have any questions or need further assistance, please let us know. We'd be happy to help!
