Table of Contents

Viewing a payment’s details

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The payment detail page

This page shows all of a single payment’s information.

Payment details

This information includes:

  • Method of payment (as an icon by the contact’s name)
  • Contact name
  • Payment date
  • Total paid
  • Any details entered for the payment such as check number
  • whether the payment has any unapplied amounts
  • a list of all the invoices this payment was applied to, and how much was applied to each

The top bar allows you to go back to the payments list page, edit this payment () or delete it ().

The invoice list

This list shows all the invoices that received money from this payment. A single payment can be applied to zero, one or multiple invoices. Any amount not applied to an invoice will be counted as a credit to the contact’s account.

Payment's invoice list

Tapping on an invoice line will open that invoice’s details.

When an amount is marked as applied “as credit“, it means that the total amount for that payment was not fully applied at the time it was received, and the credit was used to pay (partially or in full) for an invoice at a later time.

Deleting payments

When you delete a payment, any invoices that this payment was applied to will be marked as “unpaid“, and the contact’s balance will be adjusted accordingly.

Previous The payments list
Next Adding or editing a payment
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