Viewing Sales Order Payments

Use the Payment Viewing screen to view a payment on an order, without having to open and navigate to the order's Totals screen. This is handy when you need to quickly answer customer questions about the payment details.

To view a sales order payment:

From the Orders menu, select Sales Order Entry.
In the new order's Ship To field, enter the name of the customer.
In the transaction selection list, select A/R Items.
In the invoice selection list, select a payment generation. You can identify these by the *Payment* indicator.
In the ship date selection list, select the payment generation, and then press Enter. This displays the Payment Viewing screen.
Review the detail fields, as needed:

Field	Specifies...
Payment #	invoice generation number for the payment.
Post Date	date payment was posted.
Payment Amount	amount of payment.
Open Amount	any open amount for this payment generation (but not for entire order).
User ID	ID of person accepting payment.
Location	location of person accepting payment.
Time	time of payment.
Cash Amount	amount paid by cash.
Check Amount	amount paid by check.
Check #	any check number recorded.
CCard Amount	amount paid by credit card.
CCard #	credit card number.
Gift Cert Amnt	amount paid by gift card or gift certificate.
Gift Cert #	number of the gift card or gift certificate used for the payment.

Use hot keys as needed:

To...

Use this hot key...

view the order's change log

Change Log

Dates and times for all order changes (such as payments) are listed.

select another ship date

ShipDate

Select any other payment generation, which displays on the Payment Viewing screen. Or, select an open generation, which instead opens the order with that generation displayed.