Invoice payments received through Autobooks are located in the Payments tab within the Invoicing tool.
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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.
- Payment type: The method of payment that was used (ex: Visa, eCheck)
- Date: The date the payment was submitted.
- Source: This will always state Invoice.
- Amount paid: Amount of the payment.
Click Search criteria to filter the Payments list view. You may search by typing in a keyword (eg: payment type or customer name) or sort the list by Date range.
Click Export to export the payment list in a .XLSX (Excel) format.
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.