Payment History

This article will show you how to utilize the Payment History screen:

• This screen summarizes all invoice payments in the system by showing you the Customer, Check details, and the number of invoices a payment has been applied to
  • From here you will be able to filter and search through all of your invoice payments based on the following: 
    
    • Payer
    • Payment Type
    • Payment Date Range
    • Check Number
    • Deposit Reference Number
    • Open Balance Status
    • Payment Status

• Clicking a value in the Number Applied To column will show you a screen where you can see the shipments that the invoice payment was applied to
  • From this screen you can actually click into the individual shipments to see their detail
• Data on this screen can be exported to excel for easier review.