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V8 - Payments list

The Payments list includes all Payment transaction records. The list will show payments that were created in SOS Inventory, as well as synced payments that were created in QuickBooks Online.

To view the Payments list, go to Operations menu > Sales > Payments. A user must possess the View payments received from QuickBooks privilege to access the list. Refer to Assigning user privileges for more information on assigning privileges, if needed.

edit_noteNOTE: A payment on a sales receipt will not result in the creation of a payment transaction, but the MerchantTrack transaction record for the sales receipt payment will appear on the SOS Pay list.

A column option unique to the Payments list is SOS Pmt, which links a payment's MerchantTrack payment record number to its entry on the SOS Pay list (Company menu > Miscellaneous > SOS pay). The Memo column, which contains information entered in the Comment field of payment transactions, will automatically include brief messages pertaining to deposits on sales orders.

See the Adding payments folder for more information on the methods for adding a payment transaction to SOS Inventory.

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