payments list
Payments List
The Payments list shows all recorded payments in the system with their current status.
Overview
The Payments page displays all monetary transactions received from clients. You can view, filter, and manage payments from this central location.
Key Features
Payment Status Indicators
- Completed: Payment fully received and applied
- Pending: Payment initiated but not finalized
- Failed: Payment attempt failed
- Refunded: Payment was refunded
- Partial: Partial payment received
Filters
- Date Range: View payments by date
- Client: Filter by company
- Payment Method: Cash, check, credit card, ACH, etc.
- Status: Filter by payment status
- Amount Range: Min/max amounts
- Invoice: View payments for specific invoice
Search
Search by:
- Payment reference number
- Invoice number
- Order number
- Client name
Bulk Actions
- Export: Export to CSV or Excel
- Mark as Paid: Update payment status
- Send Receipt: Email receipts to clients
Outstanding Orders Panel
The panel on the right shows orders with outstanding balances:
What it Shows
- Orders not fully paid
- Outstanding amount per order
- Client company name
- Order number and total
Why it Matters
- Track which orders need payment
- See total outstanding balance
- Quickly access unpaid orders
Order Payment Rules
- Orders can have multiple partial payments
- One payment can cover multiple orders
- Orders can be paid without being invoiced
- Outstanding amounts update in real-time