The Payments module lists the payments and refunds recorded for bills and requests. From here you can record payments, issue refunds, get receipts and review where each payment was applied.
Table of contents
The Payments list
Click Payments in the left menu.
- Payments in the left menu.
- Record Bill Payments records payments for bills. See Getting started with Payments.
- Record Request Payments records payments for requests.
- Show Payment records, Refund records or All.
- Show records for Bills or Requests.
- The filter button, with the number of active filters. The default settings count too, so the number isn’t zero even before you set a filter.
- The column selector.
- Help.
- The expand arrow shows where the payment was applied.
- The receipt button. See Getting a Payment or Refund receipt.
- The actions arrow, with Delete. Payments and refunds can’t be edited.
- The client. Click the name to open the Contact dashboard.
- The Total of the records listed.
The table shows the Date, Client, Source (payment method), Destination Account, Amount and Total Charged of each record.
Payment details
- Click the expand arrow of the payment.
- The invoices the payment was applied to, with their matter and the amount paid. Click the invoice or the matter to open it.
Filter the list
Click the filter button.
- Date range. By default, the list shows the previous week, from Sunday to Saturday, labeled Custom Range. Choose Today, This Week, Last 7 Days, Last 30 Days, Last 90 Days, This Month, Last Month or This Year, or select Custom Range, pick the dates in the calendar and click Apply.
- Client Name.
- Source: the payment method.
- Destination Account.
- Clear resets the filters.
Note. If you don’t see a payment, check the Date filter first: recent payments from the current week aren’t in the default range.
Refunds
Click Refund to list the refunds.
- Refund shows the refunds only.
- Issue Refund creates a refund. See Issuing a Refund.
- Refunds have a red Refund badge.
- Refund amounts are negative.