Go to Billing › Payments to see every payment you have received. Record payment and Payments are also in the header of the All, Factoring and Direct billing pages.
Record a payment
One check applied across five orders, fully allocated.
Click Record payment. Enter the Total payment received, the Payment date and the Payment method, such as Check, and add the check or reference number. Under Apply to orders, pick the orders and enter what goes to each, or click Auto-apply (oldest first) or Pay full balances. The line at the bottom shows what is applied and what is left. Finish with the Record payment across button.
A payment across several orders is grouped under one PAY- number, and each order links back to it.
See what came in
Four cards lead the page: Total received, Multi-order remittances, Open adjustments and Follow-up due. Click one to filter the list. Use Payment Method and Paid date, or search by check, reference or order number. Export CSV saves the list.
Allocations and adjustments
Order allocations: what each order received, with Add adjustment on every row.
Order allocations & adjustments shows what each order received. The Adjustments tab lists short pays, factoring fees and chargebacks across all payments, so you can filter them, export them and resolve each one.
Cash you have not applied yet stays on the payment as unapplied. Auto-apply applies it in one click, and you can void the payment or clear what is left from its panel.
