Viewing Payment History

The Pay History feature allows you to view details of all payments made to an invoice. To access the payment history, select an invoice that contains an amount in the Paid column; the Pay History button appears.

1. In the OPERA Cloud menu, select Accounts Receivables, and select Manage Accounts Receivables.

2. Search for Accounts Receivables.

3. From search results, locate and click the amount in the Balance column to open the account.

   Note:

   When the Manage Account Invoices screen opens, you can use the fields or check boxes to narrow your search for invoices. For example, to search for payments made starting on a particular date, use the calendar tool or enter the date in the From Date field. The first payment made on that date will scroll to the top of the search results grid.

4. Select an invoice with an amount in the Paid column.

5. Click the Pay History button to view payment history.

6. The following columns provide payment history. The information shown in certain fields differs depending on whether you selected an invoice or a payment.

   1. Date. The posting date of the payment.

   2. Invoice. The number of the invoice to which the payment was applied, if applicable.

   3. Code. The transaction code for the payment method.

   4. Description. The description of the payment method transaction code.

   5. Original Amount. The full amount of the payment.

   6. Applied Amount. The amount of the payment applied to the current invoice. (The payment might have been split between invoices with only part of it applied to the current invoice.)

   7. Reference. Reference information for this payment. The credit card number appears here if a credit card was used for the payment.

7. Click Close when finished viewing payment history.