Viewing and Editing Payments Received

In this article, we will look at:

Viewing Payments Received

1. In the left menu, navigate to Sales (A/R).

2. Then go to the Payments Received section. This takes you to the Payments Received page.

3. For each payment, you can view:

4. Click on any payment received to view its details.

5. You have the following options:

You can filter your payments received based on status.

1. Go to the Status filter dropdown at the top right of your screen.

2. Choose the statuses from the dropdown.

3. The payments received displayed will update based on the chosen status.

You can sort your payments received in ascending or descending order based on:

You can do that by clicking the arrow next to each header's name, as shown below.

1. Click the overflow menu in Actions. Select Edit from the dropdown menu.

2. This opens the Edit Payment Received page.

3. You can change anything except the Amount and Payment Mode.

4. Once you've completed your changes, click Save.

Updated January 05, 2024 18:08