Viewing Payment Details

Learn how to view Payment Details on CIS.

Follow these steps to view payment details:

1. On the Customer Summary Screen, click on AR / Billing Tab.
2. Click on the Invoice number in Invoice # to display Payment Details box.
   Note: Invoice with payments can be identified by "Payment" mentioned in the Type column. Same day invoice may not have Payments.

Payment Details fields

Field Name	Description
Payment Type	Payment type used.
Check / MO #	Check number or money order number, if required.
Paid Date	Date of payment.
Post Date	Date on which payment was posted.
User	The user who posted the payment.
Previous Balance	Balance before the payment was posted.
Payment	The amount paid.
Balance Due	Balance after payment was posted.
Batch Number	Batch number entered while making batch payment. For information on Batch Payment, see Batch Payment.