View TOL Payment Details#

This section describes how to view detailed information for TOL payment records.

Accessing TOL Payment Details#

To view details:

  1. Navigate to the TOL Payments section

  2. Locate the record in the Table: TOL Payments List table

  3. Action: Click the action button in the Actions column

Payment Detail Fields#

The TOL Payment details page displays the following information:

  • Status: Payment Date - Date the payment was made.

  • Status: Payment Number - Unique identifier for the payment.

  • Status: Payment Type - Method of payment used.

  • Status: Payment Reference - External reference number.

  • Status: Amount - Total payment amount.

  • Status: Applied Amount - Amount applied to invoices.

  • Status: Available Credit - Remaining credit balance.

  • Status: Note - Additional payment notes.

Applied Payments#

The payment details show which invoices the payment has been applied to:

  • Column: Invoice Number - Invoice number the payment was applied to.

  • Column: Invoice Date - Date of the invoice.

  • Column: Amount Applied - Amount applied to this invoice.

  • Column: Remaining Balance - Remaining balance on the invoice.