The Payment Record tab lists order payments and customer credits.

• Use the list to select a payment and view the payment details.

  • Note: The list is empty until the first repair order is created.

• Use the Record Payment button to record a payment to a repair order, or to record a payment to an invoice after it has been cashiered or posted.

• Use the Credit Refund button to refund all or part of the credit amount to the customer.

  • This button is only available when the customer has a positive credit amount from a previous overpayment or from an accounting integration action.

  • Credits apply to the customer and are independent of orders.