Pathway: Accounts > Search: Work Orders > Payments (tab)
The Payments tab on the Service Record screen enables direct application of payments for services or inbound scale loads. As payments are added, the combined total will display on the Payments tab header.
A separate AR Payment batch is created for every payment for every work order (except for credit card payments that will go to the credit card batch for the day).
Permissions
The following permissions are required to access and add payments to a service record:
Field Descriptions
| Field | Description |
| Payments Tab | |
| Description | References the Payment type that was used. |
| Batch # | Displays the ID number of the AR Payment batch the payment is associated with. |
| Batch Date | Displays the date the batch was created. |
| Status | Displays the status of the AR Payment batch. |
| Reference | Displays the reference number that was added with the payment. If a check was used, this may be the check number. |
| Amount | Displays the amount the payment is for. |
| Note | Displays any notes added with the payment. |
| Add Payment | |
| Type | Identifies the payment type that was received. Supports the following payment types:
|
| Payment Amount | The payment amount that was received or will be processed. |
| Note | Option to add additional details with the payment that will be visible on the service record. |
Add a Payment to a Service Record
- Select the Payments tab from the service record screen.
- Click the green '+' icon to open the 'Add Payment' tool.
- Complete the following required fields to process the payment:
- Select the payment Type being used to pay.
- Enter the Payment Amount that was received.
- Click Save and the payment will be added to the service record.