Payments - (Payment Module Non-Active)

Payments

Adding a New Payment:

NOTE: These instructions are only valid for Accrualify customers who have elected not to turn on the Accrualify Payments Module. If you have the Accrualify Payments Module please visit that section.

In the payment view click: Add payment -> once all pertinent data has been completed hit “Submit” NOTE: Payments are informational data until Accrualify payments have been turned on.

Auto Payment Feed - Most likely during implementation the integration team will turn payments sync on live so no payments will need to be added. 

Editing an Existing Payment:

Open the payment desired -> Click on Edit Payment

Changing Payment Default Codification:

Open desired Payment -> click “Edit Accounts” -> Save when complete

Payment Detail View:

In the Payment Details view you are able to see all associated Invoices/Vendor/etc

Payment Status:

Cleared = Paid

Pending = In Process

Voided = Voided