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 ## Related Topics - [Recording Payments](../actions/record-payment.md) - [Payment Amount Field](../fields/payment-amount.md) - [Outstanding Orders](./outstanding-orders.md)