TOL Payment Credit List#
Features#
The Section: TOL Payment Credit List section allows you to:
Differences from Payment Credit List
The Page: TOL Payment Credit List differs from the regular Page: Payment Credit List:
No Billing Accounts filter - Only Status filter available
Different columns - Shows “Applied Amount” and “Available Credit” instead of “Paid” and “Balance”
Location: TOL Payment Credit List Section#
You can find the Section: TOL Payment Credit List section in the navigation menu:
TOL Payment Credit List Dashboard#
TOL Payment Credit List Table#
The Section: TOL Payment Credit List section opens to the Table: TOL Payment Credit List table:
TOL Payments Column Headers Verified#
Search#
Use the search field to find TOL payment credits by Bill To entity or Reference Number.
The search placeholder shows: Item: Search by Bill To or Reference No
Filter by Status#
Use the Item: Status dropdown to filter TOL payment credits:
TOL Payment Credit List Status Dropdown#
Status Filter Options#
Status: All - View all TOL payments regardless of status.
Status: Outstanding - Payments with remaining balance.
Status: Allocated - Payments fully allocated to invoices.