Payment transactions

Payment transactions capture when a customer pays, how much was received, and which instrument was used. They build a chronological history alongside invoices and orders so you can reconcile what was billed, what was ordered, and what has actually cleared.

Transactions are commonly created when payment is collected in the field-for example during a van sale or depot visit-and flow through after sync so back-office teams can match receipts to outstanding documents.

Typical reconciliation patterns include allocating a transaction to one or more invoices or linking it at order level where your administrator has configured those relationships.

Where your layout exposes related lists from the account, use Payment Transactions to drill into line-level postings and statuses without losing the broader account context.