The Payment Record

A Payment Record is created whenever a payment is received for an order or invoice with a balance due. A record number is automatically generated for the payment and appears at the top of the record. Below this, the application large logo appears as well as the application address, phone, and email.

There are several sections:

  1. Paid By

  2. Payment Information

  3. Invoice(s)

  4. Action Buttons

  5. (Optional) Change History

Paid By

The Paid By section displays the record number of the purchaser, their name and title, and the name of the batch the payment is in.

If it's necessary to change the payment date appearing on the printed version, click Edit Print Date.

Payment Information

This section shows the detailed information about the payment, including,

  • Payment MethodClosedThe payment type, whether that's check, cash, Visa, etc. In the case of card transactions, the last four digits appear here.

  • AmountClosedThe amount of the payment. This also displays the symbol of the currency used.

  • Print DateClosedThe date that will appear when the Print button is used to print off the Payment Record.

  • Transaction DateClosedThe actual date of the payment, which could be different from the print date.

  • Created ByClosedThe user who entered the payment. This could be the customer themselves, a party related to the customer, or a staff member.

  • Merchant Name (electronic transactions only)ClosedThe name of the credit card merchant used for the credit card transaction.

  • Reference Number (electronic transactions only)ClosedThe reference number of the electronic transaction; also visible in the credit card merchant.

  • More Payment Information (APG clients only)ClosedClicking this link instantly displays detail from APG on the Payment Record on credit cards and ACH payments, including settlement information and card history information. This feature prevents the user from needing to navigate away from re:Members AMS to access this data.