Invoice Management: Process Payments
The Invoice Management screen allows you to create invoices, email invoices, process payments, and view invoice history. The Process Payments tab specifically allows you to manually process payments on multiple customer accounts at once. You can process individual payments on the customer profile screen, but this tab is especially useful when you want to review payments for all customers in your database.
Each field on the Process Payments tab is defined below.
| No. | Label | Definition |
| 1 | Customer ID | Numerical identifier for the customer. |
| 2 | Customer Name | Name of the customer. |
| 3 | Address | Address for the customer. |
| 4 | Last Payment Date | Date for the last payment on the customer account. |
| 5 | Amount Due | Amount due for the customer. |
| 6 | Auto Pay Date | Date for the next automatic payment on the customer account. |
| 7 | Cycle Date | Next cycle date for the customer. |
| 8 | Customer Status | Status of the customer. |
| 9 | Last Attempt | Status of the last payment attempt on the customer account. |
These actions are available on the Process Payments tab.
- Process payments for a customer by clicking the checkbox at the start of each row and clicking the Send Payment button above the grid.
- Search the items 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.
- Filter the items displayed on this tab by clicking the Filter button above the grid and selecting filter options, which filters the list view to display only the items that match your filter selections.
- 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.
- View more details for the customer by clicking the link in the Customer Name column. See the Customer Profile: Header article for more information.