Overview
The Payment Details screen displays payments made toward the selected invoice. Each payment applied to the selected invoice displays individually with the check number, Check Date, Adjustments, if any, and the Applied Amount. If no payments have been applied to the selected invoice, the screen does not display any entries.
You may access the Accounts Receivable Payment Details screen by:
- Clicking the Detail button
on the Payments screen (either from the Outstanding Invoice or Applied Invoice grids) - Double-clicking in the Amount Paid field on the AR: Invoice Review screen
- Clicking the Payment Details button on the AR: Invoices screen
Key Functionality
Check Number
Displays check numbers or credit card numbers of payments applied to the invoice.
Deposit Date
Displays the date the check or credit card payment was applied to the invoice.
Memo
Displays memos made in the Memo field under Applied Invoices on the Payments screen when the payment was applied to the invoice.
Type
Displays the type of adjustment made, if any, to the invoice.
Adjustments are made in the Payments screen and may be a Discount, Write-off, Finance Charge, or Revenue Adjustment.
Amount
Displays the adjustment amount, if any, made to the invoice.
Amount Applied
Displays the total payment amount applied to the invoice.
Today's Date
Displays the current date next to Today's Date.
Total
Displays the total amount of all payments made on the invoice.
Remaining Due
Displays the outstanding balance for the invoice.
Related Information
Find an invoice number for applied cash
Find the check number of a payment received
View detailed payment and invoice information