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shaz3009's avatar
shaz3009
Contributing Cover User
2 years ago

Direct Payments made with no reference details

payments made using direct credit card or transfer don't show who paid it and are not being allocated to the invoices. How do I know who paid the amount?  
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi shaz3009 


    Within Reports>>Sales>>Online Invoice Payments there are two reports that can help with online payments. It sounds like you'll need to run the Transaction details report which would provide a summary of the invoices and their settlement status along with the settlement date and other information.


    Help Article: Online invoice payment reports would be able to offer more assistance in running those and their purposes.

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi shaz3009 


Within Reports>>Sales>>Online Invoice Payments there are two reports that can help with online payments. It sounds like you'll need to run the Transaction details report which would provide a summary of the invoices and their settlement status along with the settlement date and other information.


Help Article: Online invoice payment reports would be able to offer more assistance in running those and their purposes.

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