Payments

Form ID: (SP334000)

Who uses this form: An authorized portal user of a company using the Modern Customer Portal.

On this form, you can review a payment or prepayment’s settings and the financial documents related to it, including sales orders and invoices. The form also provides the document status, payment total, currency, and unapplied balance information.

You can open this form from the Balance Overview (SP314010) form.

This form is available only if both of the following conditions are met for the portal owner:

The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form.
The portal has the Payments check box selected on the General tab of the Portals (SP701000) form.

Form Toolbar

The form toolbar has only standard buttons.

Summary Area

This area displays key payment information.

Table 1. Payment Elements
Element	Description
Payment Ref. Nbr.	The reference number of the payment or prepayment.
External Ref. Nbr.	The external reference for the payment or prepayment, which is displayed only if one has been specified.
Type	The document type, which can be Payment or Prepayment.
Payment Date	The payment or prepayment date.
Description	The description of the payment or prepayment.
Status	The status of the payment or prepayment, which the system assigns based on its processing state.
Document Discount	The amount of the discount applied to the payment or prepayment.
Currency	The payment currency.
Payment Method	The payment method used for the payment or prepayment.

Table 2. Summary SectionThis section displays the summary amounts for the payment or prepayment.
Element	Description
Payment Total	The total payment amount.
Unapplied Balance	The portion of the payment amount that has not yet been applied to documents.

Document Tiles

In this part of the form, you can see your company’s sales orders or invoices that were included in the selected payment or prepayment.

The documents are shown as a set of tiles, each showing particular data. The tables below describe the types of data shown for sales orders and for invoices.

Table 3. Sales Order DataThe following data is shown on tiles representing sales orders.
Document Data	Description
Order Nbr.	The sales order’s reference number, which is displayed as a link. You can click the link to open the sales order on the Order (SP504000) form.
Status	The status of the sales order, which the system assigns based on its processing state.
Date	The date when the sales order was created.
Business Account	The name of the business account related to the sales order.
Type	The document type, which is Sales Order.
Delivery Date	The delivery date of the sales order.
Ordered Qty.	The total quantity of items in the sales order.
Order Total	The total amount of the sales order.
Unbilled Balance	The remaining amount of the sales order that hasn’t yet been billed.
Unbilled Quantity	The quantity of the items that haven’t yet been billed.
Unshipped Amount	The total amount of the items that haven’t yet been shipped.
Unshipped Quantity	The quantity of the items that haven’t yet been shipped.
Amount Paid	The amount that has been paid for the sales order.
Unpaid Balance	The amount of the sales order that hasn’t been paid.

Table 4. Invoice DataThe following data is shown on tiles representing invoices.
Document Data	Description
Reference Nbr.	The invoice’s reference number, which is displayed as a link. You can click the link to open the Invoice Payments (SP314001) form, where you can view all payments or prepayments related to the invoice.
Status	The status of the invoice, which the system assigns based on its processing state.
Date	The date when the invoice was created.
Business Account	The name of the business account related to the invoice.
Type	The document type, which is Invoice.
Description	The description of the invoice.
Customer Order Nbr.	The reference number your company assigned to the order corresponding to the invoice. This number is displayed only if one has been specified.
Invoice Total	The total amount of the invoice.
Due Date	The due date of the invoice.
Amount Applied	The amount of the payment or prepayment that has been applied to the invoice.
Total of Payments	The total amount of payments or prepayments that have been applied to the invoice.
Unpaid Balance	The remaining amount of the invoice that hasn’t been paid.