Viewing Transactions Paid By A Payment

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 payment has been applied.  Irregardless of the method you chose, you may view which invoices or debit adjustments were paid when you entered a payment by following the steps below.

Steps

  1. Log into VisualDLP then from the Dashboard, click on the Order Management Module.
  2. In the left side menu, select Finance/Payments
  3. Use the date range search to find the payment you are interested in viewing.  You must enter Start Date and End Date.
  4. Click on the payment you want to view.
  5. On the payment page, you will see Transactions Paid By Payment.

Note:  If end of month billing has  not been performed, you may delete the payment and re-enter it if you want to manually apply it to specific transactions.   After month-end billing, payments may not be deleted.

 

    • 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 ...

    • 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 ...

    • 2022 VisualDLP Updates

      Below is a running list of the enhancements and bug fixes for VisualDLP released in 2022 September · Added ability to batch shipment orders when creating a shipping label · Enhanced price list page Bug Fixes · Extended Account Name column for Doctor ...

    • 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 Log in as an Admin Go to Globalsettings Click on General Settings Select the Time Zone you are ...

    • DL-Plus User's Guide (Build 2.2.400) - Full Doc

      DL-Plus User’s Guide (Build 2.2.400) Copyright © 2014 Jenmar International, Inc. All rights reserved.  Information in this document is subject to change without notice. No part of it may be copied, reproduced, translated, transmitted, or reduced to ...