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How to View Details of a Processed Owner Payment

Modified on: Fri, Apr 29 2022 11:36 AM

How to View Details of a Processed Owner Payment 


Document Overview 
- Ability to view details of processed Owner payments including check date, payment amount, any write- off amounts, and batch number 
- Ability to search by customer or project number 
 
NOTE: This query does not allow a search by invoice number.  
 

Sample View Below – Owner Payment Details. 
 

 

  1. Accounts Receivable   

  1. Query  

  1. Payment Query  

 

 

  1. Enter the Company number 

  1. Click Query Data 

 

 

  1. Click the Query by Example search icon 

  1. Enter the Customer number in the search field 

  1. Press Enter 

 

 

  1. Click the desired row of data so the cells turn blue 

  1. Click Invoice Detail 

 

 

  1. Review payment details  

 

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