payment details
Payment Details
The Payment Details page shows complete information about a specific payment transaction.
Overview
Each payment record contains details about the monetary transaction, which orders it was applied to, and its current status.
Payment Information Section
Basic Details
- Payment Reference: Unique identifier for this payment
- Payment Date: When payment was received
- Payment Method: How payment was made (cash, check, card, ACH, etc.)
- Payment Type: One-time, recurring, deposit, etc.
- Status: Current payment state
- Amount: Total payment amount
Optional Fields
- Reference Number: Check number, transaction ID, or confirmation code
- Notes: Internal notes about the payment
- Created By: User who recorded the payment
- Created At: Timestamp when payment was entered
Orders Applied To
This section shows which orders this payment was applied to and how much was allocated to each order.
Junction Table Details
The system uses the payment_orders junction table to track payment-to-order relationships:
- Order Number: Which order received payment
- Order Total: Original amount of the order
- Amount Applied: How much of this payment went to this order
- Outstanding After: Remaining balance after this payment
Multiple Order Allocation
If a payment was split across multiple orders:
- Each order shows its allocated amount
- Total allocations equal the payment amount
- Order outstanding amounts update accordingly
Actions
Edit Payment
- Modify payment details (date, method, notes)
- Change order allocations
- Update payment status
Record Refund
- Process full or partial refunds
- Specify refund reason
- Update order outstanding amounts
Send Receipt
- Email payment receipt to client
- Includes all payment details
- PDF attachment option
View Invoice
- If orders on this payment are invoiced, view related invoices
- See invoice status and balance
Delete Payment
- Soft delete the payment record
- Releases allocated amounts from orders
- Outstanding amounts recalculate