Payment History

 

The PAYMENT HISTORY tab allows you view all of the payments made on all of your invoices as well as issue refunds for cancelled orders or mis-applied payments. The list is set to display the most recent payments at the top of the list and then show progressively older payments the further you go down the list.

 

As you can see in Fig. 1 below, the T-Quoter allows you to see the following information about each invoice:

 

NOTE: For any invoice converted from Version 1.5x to 2.0 you can not receive a payment for them on an invoice because the T-Quoter does not recognize the fact that is a balance due on it. All converted invoices display as payment in full has been made but not deposited.

Fig. 1: The Payment History screen allows you to view all of your customer's payments and method of payment.

VIEWING THE PAYMENT HISTORY BY GROUPS

You can view the payment history screen by "groups" if you would so choose simply by clicking on a group header and dragging it onto the box located just below the tabs on this screen. If you wanted to view the payment history by customer groups, you would click and drag the CUSTOMERS header into that box. Your view of the screen would then change from what you see in Fig. 1 above to what is seen in Fig. 2 below.

 

Fig. 2: You can also view the payment history by Groups simply by clicking and dragging them to the box located just below the tabs on this screen.

You will notice that the list is now sorted/viewed by the customer numbers and if you "open" a customer history by clicking on the + symbol to the left of their name it will open the payment history as seen in Fig. 2 above for Lauren MFG.

 

You can even view the list even further by adding additional sorting groups you want to view by simply continuing to drag the column headers onto the box located just below the tabs on this screen. We will sort by groups again by dragging the AMOUNT header "onto" the CUSTOMERS header grouping that we just created. You will see a "tree" created as to how the listings will be grouped. See Fig. 3 below. The Payment Histories are now grouped by Customer and then by Payment Amount. They are also listed in increasing values. Notice how the "tree" keeps building (CUSTOMER - then - AMOUNT). You can add more groupings if you choose or remove them from the "tree" simply by clicking on the header and dragging it back off the box where you originally dragged it.

Fig. 3: You can create multiple group sortings simply by continuing to drag and drop the headers onto the box located just below the tabs on this screen. Here we have two groupings - by Customer Number and then by AMOUNT.

Or, you can drag and drop the "tree" groupings into new positions to organize your list. Below in Fig. 4 we dragged the AMOUNT header so that it appears at the top of the "tree" ahead of Customers. See how the Payment History groupings have now changed. The header AMOUNT is not at the top of the list (first grouping) and the CUSTOMER header is next. Note how the amounts increase in Fig 4. from 165 to 166 to 166.25 (sorted so they increase) and then they are grouped alphabetically by customers. Open up all the details and you can see the payment history for that particular record.

Fig. 4: You can even re-arrange your groupings by simply clicking on the "tree" grouping and moving it to a new position within the "tree". Here we put the AMOUNTS header first and then grouped by CUSTOMER.