Dental Lab Customer & Production Management

View Payments

View Payments

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View Payments

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Usage:

This form is used to view any payments, applied or unapplied, and to make several operations such as: void, refund, purge and more.

 

Prerequisites: To view Payment details and to be able to make any updates you need to create at least one Payment. Here are details about the payment creation method.

 

Navigation: Customer > 5. Accounting > V9 - View Payments

V12 - View Payments - form

View Payments form

 

1.On Customer > 5. Accounting form click on V9 - View Payments

2.Customer Payments form opens with all existing payments for the selected customer.

3.You can filter the record if you want to see only some record by using:

Query. You have several options like: All Records, Failed Transactions, Not Posted to Accounting and more.

Time interval to view only payments that meet the query option in the selected date range.

You can also filter the selected payments to view all payments , check or just the credit card payments.  

4.Once you establish what you want to be displayed you can see all records that meet the search criteria in the grid. Select a record to see details.

5.For each record you can see the following information:

Grid with: Customer, Payment, Payment date, Status, Type and Amounts.

Right panel with: voided info if payment is voided and case info if the payment was applied to an invoiced case.

Notes: Displays the notes entered during payment posting, updating or voiding.

Transaction Results : displays info as a history of the selected payment.

 

Available options:

Modify - changes can be made to all payments unless these are voided.

Delete - payments can be deleted.

Void  - voided payments are displayed in red and have Voided status. These payments are canceled but are still displayed, unlike the deleted payments that cannot be found after deleted.

Refund - select the desired payment and Click the Refund button. If a payment with Refund is deleted, users are warned to also delete the refund.

Purge Pending Payments

Quick Report - present a report of all payments that meets the searched criteria.

Print Receipt - print the receipt for the selected payment.

Go to Customer - will open the customer form with details of the customer that correspond to the selected payment.

E-Mail Receipt

 

hmtoggle_arrow1How to update Payments

hmtoggle_arrow1How to delete Payments

hmtoggle_arrow1How to void Payment

hmtoggle_arrow1Refund Payment

hmtoggle_arrow1Purge pending Payment

hmtoggle_arrow1Quick Report

hmtoggle_arrow1Print Receipt

hmtoggle_arrow1Email Receipt

 

See also:

How to create Payment