The payments section of the Customers menu shows a list of all the payment activities that have occurred for this customer. It can include automatic payments (if a credit card is on file and an invoice has been auto-collected) and manual payments. Refunds are also handled under payments.
To access the Payment section:
- From the Customer Overview page, under the Financials card, click Payments.
Note: If you are using Stax Bill Hierarchy, and payment was made using a parent payment method, it will be indicated under "Method" with the parent/child icon ().
The Invoice(s) column shows the invoices paid off with this payment, if applicable. If there is only one invoice, its number will show in the column; otherwise, click on the small bars to pop up a list: