V9 - Payments and the Payments list (SOS Pay)
The SOS Pay version of the Payments list (Operations > Sales > Payments) includes most Payment transaction records. The exception is the sales receipt transaction, which is considered to be its own payment record and is not included in the Payments list. However, sales receipt payments are posted directly on the SOS Pay list.
The Payments list also includes payments created in QuickBooks Online and synced to SOS Inventory.
Payments list user privilege requirements
To access the Payments list:
- A user must possess the View payments received privilege in the QuickBooks permissions section of a User edit page (Company > Users).
- A user must have the Process CC or ACH privilege (located under the Sales permissions section of the User edit page) to process credit card and ACH payments.
Refer to Users (user administration) for more information on creating users and assigning privileges.
Payments list
The SOS Pay link in the upper right corner of the Payments list refers you to the SOS Pay list.
The standard column options on the Payments list are Date, Customer, Amount, Method, Location, Channel, Department, Sync, SOS pmt, Documents, and Comment. This information is pulled directly from payment transactions, except for the SOS pmt column. The data in this column links a payment record number to its entry on the SOS Pay list. SOS pmt is not displayed by default. You have to choose it using the Columns feature.
If a deposit is entered when creating a sales order, the system-generated payment transaction will also include the message Deposit for sales order [transaction reference number] in the payment's Comment column.
Creating payments
Refer to the Adding payments with SOS Pay folder for topics explaining the different methods of creating payments.