Viewing Payments

Accounting & Administrators can view payments through the Accounts Payable section in the Accounting tab of the Side Navigation Bar

Applies to:

  • Accounting
  • Administrators
Last Updated: September 2020

This article explains how Accounting can view payments through the Accounts Payable section in the Accounting tab of the Side Navigation Bar

Viewing Payments

  1. Navigate to Accounts Payable and click Browse & view payments.
  2. The Payments page opens and displays all open payments. The payment list is interactive, and Users can click the Reference or Customer hyperlinks to navigate to those pages.

     
    1. Reference opens the View Payment page, where users can view the payment summary and line item details.
    2. Customer opens the customer’s BindHQ profile page in an editable format.
  3. To filter the bill list, click Add Filters in the top right and apply any filters needed. Users can filter by division, customer, or void status (all, voided, or not voided).

  4. Users can also click Make Payment in the top right of the page to make a new payment.