Payment (View/Edit)

How to get here

While you have a customer on the Main Form:

View Customer History by:

Use Customer menu > History

OR

Press F11 on your keyboard

OR
Press the "Customer History" button on the toolbar

OR

View Customer payments by:

Use Customer menu > Payments

...THEN...

Right-mouse click on a credit and choose "View..." from the pop up menu

OR

Use the cursor keys to highlight an invoice then press Spacebar or click the Options button, followed by "View..." from the pop up menu

The details of the selected credit is shown:

Tax date

Method

Reference

Amount

Comment

The Reference and Comment can be modified, but the other details cannot. If you need to make a change to the credit you should delete it and create a new credit.

Refer to the Receive payment/give credit help page for further help on the boxes on this page.