The Payment Viewer module, located in the Accounting group, stores a record of the payments that have been received in Fishbowl. Payments can be received in the Sales Order module or in SalesPoint. Payments can be deleted if they have not yet posted to the accounting system. The Payment Viewer module options provide the ability to set the information required to take a credit card payment. Payments can also be imported using the import.
View a payment
The search pane to the left displays a list of payments. The list of payments can be filtered by entering a search term in the SO Number field or the Customer field. Click the Advanced Search button to search by amount, date, method, or posted status. To open and view a payment, double-click the payment in the search pane.
Once a payment is open, the details of the payment will be displayed. The Direct Funds field displays where the funds will be deposited when exported to the accounting system.
Take a payment
The Payment button can be used to take a payment for a sales order.
Delete a payment
The Delete button can be used to delete a payment before it is posted to the accounting system. To delete a payment, open the payment and then click the Delete button on the module toolbar.
Refund a payment
The Refund button can be used to refund a payment.
Some aspects of the Payment Viewer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.
- The data required to process a payment can be customized in the Credit Card Requirements section.
- Credit card number must be valid
- Security code (CV2 #)
- Name on card
- Billing address
- Billing postal code
- Billing country code
- Store credit card number
- Hide credit card number
- When this option is on, all but the last four digits of a credit card number will be hidden for all users.