---
title: "Invoice Management: Process Payments"
url: "https://help.psarev.io/en/article/invoice-management-process-payments"
language: "en"
last_updated: "2025-09-22T15:01:05.782Z"
---

# 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](https://help.psarev.io/en/article/quick-actions-add-payments), but this tab is especially useful when you want to review payments for all customers in your database.

![](https://cdn-assets.productfruits.com/05e5e8e8-34fb-471a-8e9e-93b6a2e91800)

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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/customer-profile-header) article for more information.