Payment Management

Payment Management#

The Payment Management section provides tools for managing payments and invoices within the system.

Features: Payment Management#

  • View and manage payments

  • Track and process invoices

  • Filter records by various criteria

  • Search for specific payment and invoice entries

Layout: Payment Management Homepage#

The Payment Management homepage has a unique layout with two separate tables on one page:

  • Payments Table - Shows all payment records

  • Invoices Table - Shows all invoice records

These tables function independently with their own search and filter features, but selecting an invoice (checking the checkbox) affects the Payments section’s displayed columns.

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Payment Management Homepage with two separate tables#

Table Names#

Each section of the page has a clearly labeled table name at the top.

../../_images/pointing-out-table-names.jpeg

Table names displayed at the top of each section#

Table Sections#

The page is divided into two distinct table sections, each with its own functionality.

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Payment Management page divided into two separate table sections#

Columns: Payment Management Tables#

Each table has specific columns with relevant information about payments and invoices.

../../_images/Columns-for-each-table.jpeg

Columns displayed in the Payment and Invoice tables#

Search Functionality#

Each table has its own search bar for finding specific records.

../../_images/possible-options-for-each-table.jpeg

Search bar location for each table#

Filtering Records#

Both tables offer filtering capabilities to narrow down displayed records.

../../_images/paymentManagementHomepage_filter_outlined.jpeg

Filter options available for Payment Management tables#