Payments Related to Selected Invoice

If you need to review payments that are associated with a particular invoice, you can use the Payments Related to Selected Invoice tab.

1. On the Invoices tab, select the invoice, and then click the Payments Related to Selected Invoice tab.

2. Review the payments for the selected invoice in the grid. The grid columns contain valuable information about the payments.
   1. ID – agent ID code
   2. Invoice – Invoice number
   3. Date – payment date
   4. Type – transaction type
      1. CR – credit
      2. DR – debit
   5. Balance – remaining balance
   6. Amount – payment amount
   7. Description – transaction description, populated automatically
   8. Payment Description – user defined payment description
   9. Payment Type – type of payment received
   10. Check No – check number, if applicable
   11. Paid By – party making the payment
   12. Check Date – date on which check was written, if applicable
   13. Reference – reference ID code
   14. PaidByID – ID code of the party making the payment
   15. TransDate – transaction date

3. If there are multiple payments displayed, you can use the options in the Filter pane to reduce the number of payments displayed based on which type of payment was received.
   1. AR - RB/Agent
   2. AP- Company

See Also