Features - Payments
View Payment
Overview

The "View Payment" page 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.

How to Access the Page

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

The easiest way to access the View Payment pop-up window is through the "List" tab. For more information on how to access the "List" tab, please see the Payments List page.

Once you are on the "List" tab, there are three different ways to access the View Payment pop-up window:

  1. Right-click on the selected payment and click on the "View" option from the drop-down.

  2. Click on the "View" option from the Individual Actions drop-down.

  3. Select the Paper icon under the "Actions" column.



View Invoice Pop-up Window

You can access the View Payment pop-up window through the View Invoice pop-up window. For more information about how to access the View Invoice pop-up window, please see the View an Invoice page.

Once you are on the View Invoice pop-up window, click on the "Payments" tab:

On the View Invoice "Payments" tab, there are several ways you can access the View Payment pop-up window:

  1. Right-click on the selected payment and click on the "View" option from the drop-down.

  2. Click on the "View" option from the Individual Actions drop-down.

  3. Select the Paper 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:

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.

More information regarding refunding payments can be found on the Refund Payment page:

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
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