Payment Management

The Section: Payment Management section provides tools for managing payments and invoices within the system.

Features: Payment Management

• View payment credits

• View outstanding invoices

• Apply payments to invoices

• Filter records by various criteria

Layout: Payment Management Homepage

The Payment Management homepage has a unique layout with two separate tables on one page:

• Table: Payment Credits - Shows available payment credits

• Table: Invoices - Shows outstanding invoices

Tip

The page displays a help banner: “To apply a credit payment to an invoice, please select an invoice and click on the credit $ to proceed with the payment.”

These tables function independently with their own search and filter features. Both tables default to showing Item: Outstanding status records.

Payment Management Homepage with two separate tables

Table Names

Each section of the page has a clearly labeled table name at the top.

Table names displayed at the top of each section

Table Sections

The page is divided into two distinct table sections, each with its own functionality.

Payment Management page divided into two separate table sections

Filtering Records

Both tables offer filtering capabilities to narrow down displayed records.

Filter options available for Payment Management tables