When you select the Payments tree option, the Active Pane shows a list of all payments posted to the customer's account. 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 displays a Y. For checks where there is no image on file, the column shows an N for the payment line.
If your company is importing payments from a Lockbox file, the application automatically enters information into the memo field of the payment record; the memo displays LBOX: followed by the customer name.
If your company is using Automatic Payment Processing through Forte, the application automatically enters the EFT Batch number into the payment memo record.
