How to View Customer Payment History in 10X ERP

How to View a Customer’s Payment History in 10X ERP

To review a customer’s payment history, navigate to their account and access the Payments section. From there, you can filter by payment type, date range, and more. You can also view detailed payment records and make edits if permitted.

Steps:

• Search for the Customer in 10X ERP.
• Go to the AR Section and switch from "Open Invoices" to "Payments."
• Filter Payments by payment type (e.g., check, credit card) or date range.
• Click on a Payment ID to view details, including method, deposit account, amount, and invoices.
• Edit Unlocked Fields (if permitted), such as payment method, memo, check number, or notes.
• Void the Payment if necessary, which will reopen the invoices.
• Click Hyperlinks to view related invoices or orders.

This process allows you to efficiently track and manage customer payments.