Customer Explorer Customer Tree Options & Activities Payments
Customer Tree Options & Activities
When the Payments tree option is selected, a list of all payments posted for the customer will display in the Active Pane. This includes checks and electronic payments by Credit Card or ACH. There are no right-click options available for the Payments tree option.
If your company has purchased the add-on module SedonaScan check scanning feature, and a scanned image for the check is available, the Has Image column in the Active Pane will display a Y. For checks where there is no image on file, an N is displayed for the payment line.
If information was entered into the memo field when entering the customer payment, double-clicking on the payment will display the information saved with that payment record.
If your company is importing payments from a Lockbox file, the application will automatically enter information into the memo field of the payment record; the memo will display LBOX: followed by the customer name.
If your company is using Automatic Payment Processing through ACH Direct, the application will automatically enter the EFT Batch number into the payment memo record.
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