View Customer Web Account Payments

1. Click "Accounts Receivable"

   Navigate to "Accounts Receivable" in the AR/AP section.

   

2. Accounts Receivable screen

   The Accounts Receivable screen will show all of your payment records both from the system and the web.

   

3. Default Columns

   Information such as Transaction Type, Invoice Number, Status, Created, Invoice Amount, Due Date, and Invoice Date are shown by default.

   

4. Filter the "Txn Type" column

   To locate transactions processed through the payment portal, look for the "Txn Type" column.

   

5. Select "Web Account Payment"

   To view Customer Account Payments made in the customer portal, select the "Web Account Payment" option from the dropdown.

   

6. Web Account Payment transactions

   The screen will now show you the transactions processed through the customer portal.

   

7. Show/Hide Columns

   If you would like to view additional information on this screen, simply add the desired columns by clicking on the "Show/Hide Columns" icon.

   

8. Tick the box of the column you would like displayed

   Select the box of the columns you would like displayed.

   

9. Untick the box of the column you want to hide

   Untick the box if you want to hide a column.

   

10. Sticky Filter

    If you analyze different data on a regular basis, you can save a "sticky filter". By using this feature, you will avoid the need to reapply filters repeatedly. You can quickly switch between different views without losing your preferred filter settings, saving you time and effort.