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Customer Payments Not Settled

Posted on by 34

Is there a capability to add a comment/note to a payment reference and view the comment in the Payments not settled view?  We need the ability to add notes to payments we are unable to resolve at this time to refer back at a later date. 

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  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,784 Most Valuable Professional on at
    RE: Customer Payments Not Settled

    Do you use, credit and collections?

  • Wyman Profile Picture
    Wyman 34 on at
    RE: Customer Payments Not Settled

    It would be after we post the payment to the customer account.  

  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,784 Most Valuable Professional on at
    RE: Customer Payments Not Settled

    Would you like to do that after you post or before posting operation?

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