Customer Profile: Billing Section - Payment History Tab
The Payment History tab on the Customer Profile screen contains a list of all payments on the customer record, displaying major details in the list view, including payment number, reference number, method, date, and amount. Payments can be applied to the customer's account at any time using the Payment quick action button. See the Add Payments article for more information.
Each field on the Payment History tab is defined below.
| No. | Label | Definition |
| 1 | Payment Number | Numerical identifier for the payment in your database. |
| 2 | Reference Number | Reference information entered when adding the payment. |
| 3 | Auth Code | Authorization code for the payment. |
| 4 | Method | Method for the payment. Method options include ACH/EFT (No Fee), Cash, Credit Card, and Credit Card (No Fee). |
| 5 | Date | Date the payment was received. |
| 6 | Created By | Name of the user who entered the payment. |
| 7 | Amount | Amount in dollars and cents of the payment. |
The following actions are available on the Payment History tab.
- Search the payments displayed on this tab by selecting a column from the dropdown above the grid and entering text in the Search field. The list view updates to display records matching your search in the column you selected.
- Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
- Sort the results in the table by clicking the column label in the table header.
- Access quick actions for payments, charges, credits, or invoices on the customer account. See the Customer Profile: Quick Actions article for more information.
Tabs in the Billing Section
For information on other tabs in the Billing section of the Customer Profile screen, see the related articles.