Payments In overview

On the Payments In screen, you can view receivables payment history, filter the payments, and charge customers or record manual payments.

• Payment history
• Record a manual payment or charge a customer
• Unapplied payments
• On hold payments

Payment History

Payments can be filtered by status or process date.

The following information is available to view for payments:

• Reference #
• Customer
• Payment Date
• Payment Type
• Status
• Amount
• Unapplied amount

Record a manual payment or charge a customer

Record a manual payment or charge a customer by:

1. Select Payments In in the navigation menu
2. Select Get Paid

Unapplied payments

Overpayment on an invoice or a payment initiated prior to an invoice is created will create a payment that isn't automatically applied to an invoice.

To access these types of payments:

1. Select Payments In in the navigation menu
2. Select the three dots menu
   
   
3. Select Unapplied ePayments
   
   

On hold payments

If we're unable to deposit a payment in your bank account, they'll be shown under on hold payments. You'll want to select Manage Held Payments to choose how to manage them.

Important: Payments on hold will be voided and returned to the sender if no action is taken for over 90 days

To access on hold payments:

1. Select the three dots menu
   
   
2. Select On Hold