How to View Payment Details by Owner
Modified on: Fri, Apr 22 2022 10:58 AMHow to View Payment Details by Owner
Document Overview
- Report shows Owner payments including invoice number, invoice amount, and amount paid
- Able to search by customer or project number
- Useful when Owner asks to view a Statement
NOTE: This is a payment query by customer only, NOT by invoice.
Sample View Below.
Accounts Receivable
Query
Payment Query
Enter Company number
Click Query Data
Enter Customer number
Enter Project number
Press Enter
Click the desired row of data so the cells turn blue
Click Invoice Detail
View payment details