Customer Payments Tab

(Accounting Integration Only) The Customer Payments tab in the Account Detail view displays the payment status of the account's invoices. This information is read-only.

To view

  1. Open the Account Detail view.
  2. Click the Customer Payments tab. If the tab is not visible, click the More Tabs tab.
  3. To view additional details, click the receipt number in the Receipt Number column. The Payment Detail view displays additional read-only information.

This view contains the following columns:

Column Description
Receipt Number The receipt number for the customer payment.
Payment Date The receipt date for the customer payment.
Type The receipt type. For example, pre-payment, payment on account, and so on.
Status The receipt status. For example, cleared, pending, authorized, and so on.
Payment Amount The value of the receipt if tax and discounts are included. For example, the actual amount received.
Currency The currency of the receipt.