Payment Panel Fields

NOTE: Some specific fields and buttons that display depend on if you are adding, editing, or viewing payments.

• Ca Receipt ID: This is the receipt number or ID for the payment.

• Tender Type: This is the ID name of the method of payment, such as CASH, CHECK, or CC.
• Description: This is the description of the ID name of the method of payment, such as cash, check, or credit card.
• Paid: This is the amount being paid or the amount that has been paid.
• Payment Date: This is the date the payment was or is to be made.
• Received by : This is the ID of the person who received the payment.
• Date Received: This is the date the payment was received.
• Voided By: This field automatically populates with the ID of the person who voided the payment when the Voided check box is selected and saved.
• Date Voided: This field automatically populates with the date when the Voided check box is selected and saved.
• Voided: Select this check box to void the payment. Payments should be voided instead of deleted to preserve the history of the cash flow and accurately identify why changes were made to the transaction.
• Reference: This field can be used to reference a payment source such as an internal Purchase Order (PO).
• Comment: Add any additional notes or comments about the payment.
• Show Payer: Click to view or edit contact information to the person who made the payment.
• Show Refunds: Click to view the refunds made towards the payment.