Invoice payments received through Autobooks are located in the Payments tab in the main Autobooks navigation, as well as in the Payments sub-tab within the Invoicing tool.
Payments are listed chronologically, with the most recent at the top. The following details are provided in the list:
- Name: The name of the individual or company that submitted the payment.
- Status: The status of the payment, whether it is Incoming, Deposited, Refunded, or Canceled.
- Date: The date the payment was submitted.
- Source: This will always state Invoice.
- If a payment covered multiple past-due invoices at once, the Source will show a button with the number of invoices instead. You can click it to see a breakdown of which invoices were included and how much was applied to each one.
- Payment method: The method of payment that was used (ex: Visa, eCheck)
- Amount paid: Amount of the payment.
Use the Search field at the top to search by customer name. Click the filter icon in the upper right corner of your invoice list to filter the Payments list view. You may select multiple filters by checking the boxes, or sort the list by Date range.
Click the three dots next to the filter icon for an option to export the payment list in a .XLSX (Excel) format. Click Export to download your report.
Payments that have been refunded will appear as grey line items and show a corresponding symbol in the Source column.
Click on a payment line item from the list to view the option for refunding the payment. Please follow this link for our article on refunding a payment.