Displaying Payments

Overview

Use this job aid to display payment applications for a name id. Payment applications can be displayed for all payments, regardless of the status code, or to display unapplied payments only.

To display payments:

1. From the Toolbar, click ACR for Accounts Receivable.

2. From the Accounts Receivable menu, select Account Balance Inquiry.

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3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on.

4. Click OK.

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5. Highlight the Location and then click Select.

6. Select Payments.

7. In the Applied Status box, type 0 for all payments or type 1 to display unapplied payments or type 2 to display applied payments or type 3 to display voided payments.

8. In the Beginning and Ending boxes click the calendar button to add Payment Date, Application Date and/or Postmark Date if applicable.

9. Click OK.

10. Select a payment you want to view.

11. Click OK.

12. Click Cancel.

Learn more about Account Balance Inquiry feature: