Payment Panel Fields

The following fields are found in the Payment Edit panel.

• Received By: The ID of the person who received the payment.
• Date Received: 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.
• Reference: This field can be used to reference a payment source, such as an internal Purchase Order (PO).

• 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.

• Comment: Add any additional notes or comments about the payment.
• View Payer: Tap to view or edit contact information to the person who made the payment.
• View Refunds: Tap to view the refunds made towards the payment.
• Refund Payment: Tap to refund the payment. See Refund a Payment for more information.
• Related Documents: Tap to add, view, and remove attachments. See Use Attachments on Payments for more information.