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 tab. This is handy when you need to quickly answer customer questions about the payment details.

Note: If you use Split Payment Terms, the system creates individual invoices and assigns them to different generations. Any changes must be managed through the parent generations.

To view a sales order payment:

From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
In the Branch field, enter the branch for which you want to view a payment.
In the Customer/Order # field, enter the name of the customer.
At the Order Selection prompt, select A/R Items.
At the next Order Selection prompt, select the payment you want to view. You can identify payments by the *Payment* indicator.
In the ship date selection prompt, select the payment generation you want to view. The Payment Viewing window displays.

Note: If the payment window does not display automatically, click the Totals tab. Then from the Payment menu, select the payment option you want to use.

Review the detail fields, as needed:

Field	Description
Payment ID	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 Number	any check number recorded.
Credit Card Amount	amount paid by credit card.
Credit Card Number	credit card number.
External Payment	amount received through Epicor Commerce interface with an external payment method, such as Paypal. Note: External payments sources are defined in the External Payment Sources control maintenance record and validated through Epicor Commerce.Use the External Payment Reconciliation Queue to review these payments. New in Release 9.0.6
Source	external payment source. New in Release 9.0.6

Use the following menu options, as needed:

To...	Select this menu option...
view the order's change log	File > Change Log Dates and times for all order changes (such as payments) are listed.
select another ship date	File > Select Order Ship Date Select any other payment generation, which then displays in the Payment Viewing window. Or, select an open generation, which instead opens the order with that generation displayed.
reprint a point-of-sale receipt	File > Receipt A point-of-sale receipt prints.