Payment List

By |2021-07-09T19:25:31-05:00March 22nd, 2018|Comments Off on Payment List

Introduction

The Payment List is used to review, research, and manage payments received from customers.

Form Access

  • From the main menu, click Customers | Receive Payments List, or

  • From the toolbar, click the Receive Payments drop-down arrow and select “Receive Payments List”.

Usage

Perhaps the easiest way of using the commands available in this list is through it’s right click menu.  The right click menu is identical to the title menu.

  • To create a new payment, right click anywhere in the list and choose New Payment from the pop-up menu.
  • To edit a payment, right-click on it and choose Edit Payment from the pop-up menu.
  • To delete a payment, right-click on it and choose Delete Payment from the pop-up menu.  Note: It may not always be possible to perform this action — inactivation may be more appropriate.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
  • If a duplicate payment (overpayment) is accidentally entered, you can go to the Payments List to delete it.

Tips

  • A one-click way of receiving payments is to use the Receive Payments toolbar button.

Related Topics

Payment Method List

Receive Payment

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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