Viewing payment history
To view the list of all the payments made for a particular invoice, do the following -
- Click on the "Invoice" tab.
- This will list all the invoices that have been added.
- Select the invoice for which you want to view the payment details.
- Click on the invoice number, this will take you to its details page.
- If you scroll down a bit, you can see a table with a header "Payments Received" in which, all the payment made against this invoice are listed.
To view the complete list of all the payments made, do the following -
- Go to the "Reports" tab.
- Click on the "Payment history" link under the "Payment Reports" on the left.
- This will list all the payments made. By default the payments made in the current month are listed.
- You can use the "From" and "To" fields to filter and see the payments made during any specific period.
Hope this page was helpful, feel free to post your comments about this page. You can also -
Hi,
How is the PO concept found here? I can see in the templates a mail merge field called PO. What is this field referrin or linking back to?
Thanks
Hello sharpgate,
The P.O number field refers to the purchase order sent to you by your customer. When sending estimates and invoices, you can make reference to the purchase orders so that your customer can identify your invoice easily. You can also remove the P.O number field by customizing the templates.
Hope this helps!
Regards
Nagendra
Zoho Invoice Team