Payments Module

Where is this module?

This module is usually in the Billing tab of the application

The Payments module is where you can search for and view any payments made to a customer account. Credit a payment to an account to change the current balance of the account within the current billing schedule. Payments are similar in effect to adjustments, but are used to allow for invoice payments made by customers.

Note

Payments are not credited to a specific invoice, they are just credited to the current balance of the account.

You can search for payments by:

  • Account number
  • Property
  • Invoice contact
  • Date range

Note

Use the Accounts module to add payments to an account. See Crediting a Payment to an Account for more details.

What is an Payment

A payment is an account item that is credited to a customer account.