When the Payments tree option is selected, a list of all payments posted to the customer's account will display in the Active Pane. This includes checks and electronic payments by Credit Card or ACH. There are no right-click options available for the Payments tree option.
If your company has purchased the add-on module SedonaScan check scanning feature, and a scanned image for the check is available, the Has Image column in the Active Pane will display a Y. For checks where there is no image on file, an N is displayed for the payment line.
If your company is importing payments from a Lockbox file, the application will automatically enter information into the memo field of the payment record; the memo will display LBOX: followed by the customer name.
If your company is using Automatic Payment Processing through Forte, the application will automatically enter the EFT Batch number into the payment memo record.
