Payments register search, filters, and templates

How to select payments by document, customer, date, or status, and Save a frequently used view.

Last updated 20 days ago

In the Payments module, you will find a register of all payment transactions visible to you. The list displays the operation number, linked document, method, transaction ID, Contact, credited amount, date, note, and cash document numbers.

The search function helps locate an operation by number, document, or Contact. Filters allow you to select the period, salesperson, and Payment method; depending on the configuration, an organization filter may also be available. Bookmarks save a convenient table view, while summarize totals the current selection.

There is no universal New record button in the general register. Register a standard payment from a specific Invoices or Proforma Invoices card. This ensures the system immediately links the operation to the correct customer and document.

If you do not see the payment, clear the filters and check the period, organization, active template, and your permissions. Imported operations or those managed in an external accounting system may be visible but cannot be edited.

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