Operations AR - Viewing Short Pay Reasons

1. Navigate to "AR/AP"

   If you allow your customers to short pay invoices, you can also require them to select a reason for their short payment. You can view these short pay reasons in the operations portal by navigating to the "AR/AP" section.

   

2. Click "Accounts Receivable" menu

   Then, click the "Accounts Receivable" menu. In order to access "Accounts Receivable", you will need to be set up either as an "administrator" or a "superuser", or “accountant” or have the following roles: "paymentEdit and paymentView”.

   

3. Enter the invoice number

   On the "Search" tab, enter the invoice number you would like to view in the search field.

   

4. Click the "Show/Hide" columns icon

   Click the "Show/Hide" columns icon to choose from the options available.

   

5. Check the box for "Payment Reason" column

   Then, check the box for "Payment Reason" to view on the screen.

   

6. Scroll to the right to see the added columns

   You may need to scroll to the right to see added columns.

   

7. You can now view the short pay reasons under the "Payment Reason" column

   You can now view the short pay reasons under the "Payment Reason" column.

   

8. Enter the invoice number

   Another way to view "Short Pay Reasons" is on the details of a payment record. To do this, navigate to the "Account Receivables" details tab and search for the invoice number by using the search field.

   

9. Click on the more details icon

   Then, click on the more details icon.

   

10. Click the "Show/Hide" columns icon

    On the Details tab, click on the "Show/Hide columns" icon.

    

11. Check the "Payment Reason" box

    Then, check the "Payment Reason" box to view on the screen.

    

12. You can now view the Short Pay Reason

    You will find the short pay reason that was selected by the customer by viewing the information in the payment reason column.