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How to View Details of an Owner Payment

Modified on: Fri, Apr 22 2022 10:49 AM

How to View Details of an Owner Payment

Document Overview 
- Report shows details of an Owner billing including invoice numbers, date, and outstanding amounts 
- Report shows details of Owner payments including check date, payment amount, and invoice number  
- Ability to search by customer, invoice, or project number 

 
NOTE: If a payment ever needs to be voided after it has been posted, the batch number is required. 

 
Sample View Below – Owner Billing Details. 

 

Sample View Below – Owner Payment Details. 

 

 

 

  1. Accounts Receivable   

  1. Query  

  1. Invoice Query  

 

 

Search Option 1 

  1. Search by: 

  1. Customer 

  1. Invoice Number 

  1. Job Code (project number) 

  1. Click Query Data 

 

  1. Click Payments  

 

 
 

  1. View detailed payment information  

 

 
Search Option 2 

  1. Click the Query by Example search icon and search by: 

  1. Company 

  1. Customer 

  1. Invoice Number 

  1. Invoice Date 

  1. Due Date 

  1. Etc. 

  1. Press Enter 

 

 

 

 

 

  1. Click Payments  

 
 

  1. View detailed payment information  

 

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