Payment This Month/Payments Today not Showing

Payment This Month/Payments Today not Showing

In the September update, we rely on the Global Setting that sets the lab's Timezone. If its not set, the Payments info will not load.  To set the Time Zone

  1. Log in as an Admin
  2. Go to Globalsettings
  3. Click on General Settings
  4. Select the Time Zone you are in.

    • Related Articles

    • Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel

      Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel From Order Management -> Finance -> click the Export Transactions Menu option. Enter the Start and End date for the Financial Transactions that need to be ...

    • VisualDLP - Closing the Month - Recommendations

      VisualDLP - Closing the Month - Recommendations As you approach month end, here is a check list of things you should be aware of before and after you close the month. Recommendations: Run a Mid-month Statement at least once before the end of the ...

    • Viewing Transactions Paid By A Payment

      Discussion There are two ways can apply a payment, manually or automatically.   Manually lets you pick the invoices and debits you are paying for, and Automatically forces the system to apply the payment to the oldest transactions first until all the ...

    • Financial: Run Middle of the Month - Statements

      Financial: Run Middle of the Month - Statements To run a Middle of the Month Statement batch: From Launch Pad, access Order Management From the Finance menu, click the Statements menu 1. Click the Pick Accounts button Review the list of auto-selected ...

    • Viewing Payments Applied to an Order

      Discussion Once you invoice an order, it becomes an Open Invoice that may be paid by either a credit adjustment or a payment.   There are two ways to apply a payment or credit to an invoice, Automatically or Manually.  Either method results in the ...