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