Understanding Payments module

Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window.

Table of contents

• Composition of the Payments window
  • Structure of the Payment/Refund table

Composition of the Payments window

To access the Payments window, simply click the Payments () link on the left side panel. Once in the Payments window you can record new payments or issue refunds, also see the payments and refunds made, their information and manage them according to your needs.

The main function of the Payments window is to display a summary of the payments and refunds created. These elements will be visible in a table, which allows selecting based on a specific type of element, or performing more advanced filtering at the user’s request.

The structure of the Payments window is as follows:

1. Action buttons: These buttons launch a panel to perform the action indicated by its name.
   • Record payment: Allows the creation of a new payment on one or more bills or requests. Read the Getting started with Payments tutorial for more information.
   • Issue refund: Allows to issue a refund of a payment made. Read the Issuing a Refund tutorial to learn more.
2. Show payments details checkbox: By enabling this checkbox, more detailed information for all items in the table (payments and refunds) will be displayed in an additional row below each of them. Vice versa, disabling this box will hide all additional rows.
3. Status filters: Allows to narrow the search by loading only the payments and/or refunds that have been made for bills or requests. After clicking on any filter, the results will be loaded automatically.

4. Filter panel button: This button opens the filter panel, to carry out a more advanced search to show only the elements that meet the desired search criteria

5. Column filter: This filter shows all available columns in the table. Selecting or deselecting a column will show or hide it from the table, which will always be automatically sized. Through this option you can always see only the information of your choice.

6. Table with all payments/refunds: This is the main element of the Payments window. Displays a summary of the payments and refunds created. Allows you to perform actions directly on the elements in a very simple way.
7. Summary: Shows the total amount (sum of each element) and the number of items shown in the table. Each time a filter is applied, the values will change according to the results displayed.

Structure of the Payment/Refund table

The table consists of a header and the table rows. Each row will be a payment or refund and its most relevant elements are:

1. At the beginning of the row, there is an arrow () that allows you to expand or collapse the payment or refund details in an additional row.
2. If the element is a refund, the refund () icon  will be showed next to the element’s creation date.
3. Edit button and action selector (): The first element opens a panel to edit the payment/refund, the second will expand a list of options that will be the following:
   1. Payment/refund receipt (): Allows you to obtain a receipt for the payment/refund made. More information can be found in the Get a Payment or Refund receipt guide.
   1. Delete (): Launches a modal to delete the payment/refund. Once the modal is displayed, click Yes to confirm the action. You can read the Getting started with Payments or Issuing a Refund tutorials for more information about this action.
4. Client name: Shows which client made the payment or for which client the refund was issued and provides access to the Contact dashboard, which displays all the client information.
5. Rest of payment/refund information: Shows the most important content of the item, for example: the source of the payment or refund or for what amount it was recorded/issued.
6. Payment/Refund details: This additional row contains more detailed information about the payment or refund. The invoices that were paid or on which the refund was issued, the associated matters and the amount of each payment/refund will be displayed individually. Additionally for payments, the total amount of the deposits will be shown.

   The underlined items in the payment/refund details provide access to:

   • Invoices: The Invoice Details window, which contains all the information for the selected invoice.
   • Matters: The Matter dashboard, this window shows detailed information about the selected matter.

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