Viewing and Editing Payments Received

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In this article, we will look at:

Viewing Payments Received

  1. In the left navigation menu, go to Sales > Payments Received

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  2. This takes you to the Payments Received page

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  3. For each payment, you can view:
    • Payment Date
    • Payment #
    • Customer
    • Status
    • Reference 
    • Payment Mode
    • Total Amount
    • Applied
    • Actions
  4. Click on any payment received to view its details 

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  5. You have the following options:
    1. Edit Payment
    2. Refund Payment
    3. History
    4. Related Invoice
    5. More Information

Filtering Payments Received

You can filter your payments received based on status. 

  1. Go the Status filter dropdown at the top right of your screen

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  2. Choose the statuses from the dropdown

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  3. The payments received displayed will update based on the chosen status

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Sorting Payments Received 

You can sort your payments received in ascending or descending order based on:

  • Payment Date
  • Payment #
  • Customer
  • Status
  • Payment Mode
  • Total Amount

You can do that by clicking the arrow next each header's name, as shown below.

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Editing Payments Received

  1. Click the overflow menu in Actions

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  2. Select Edit from the dropdown menu

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  3. This opens the Edit Payment Received page

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  4. You can change anything except:
    • Amount
    • Payment Mode
  5. Once you have made your changes, click Save

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