This article covers the CRM Payments page specifically — viewing and managing individual payment records. For the end-to-end billing workflow including invoice generation and AutoPay, see CRM - Billing Process.
Navigating to Payments
Navigate to CRM in the left-hand navigation, then select Payments from the top ribbon. The Payments page lists all payment records across your customers.
Viewing and Filtering Payments
Use the search bar to find payments by customer name. Click the filter icon to the right of the search bar to filter by status (settled or unsettled), date range, payment method, and other criteria.
Payment Status
Status | Meaning |
Settled | The payment has been applied to one or more invoices. No further action required. |
Unsettled | The payment is on account and has not yet been applied to any invoice. Unsettled payments can be applied manually (see CRM - Allocating Pre-payments and Overpayments) or automatically via Auto-Settle (see CRM - Auto-Settle Payments). |
Actions on a Payment Record
Open a payment record to access available actions:
Action | What It Does |
Edit | Update payment details such as date or notes. |
Bounce Check | Mark a check payment as returned or bounced. This reverses the payment and creates a bounced check record on the customer account. |
Auto Settle Settings | Configure whether and how this payment is automatically applied to matching invoices. See CRM - Auto-Settle Payments. |
Running AutoPay
The Auto Pay button in the top-right corner of the Payments page runs a batch autopayment against all customers with a saved default payment method and open invoices. See CRM - AutoPay for full setup and run instructions.