Find receipts and available customer money
Where: dashboard → Payments.
Who: payment.view, Payment capability and access to the relevant business units.
Search the register
- Enter Payment number, choose Status and Method, and choose Sort.
- Open advanced filters for Reference, business unit, customer Partner or date range.
- Select Search and review the matching count and active filters.
- Select a payment number to open the receipt detail.
The form also refreshes after filter changes with a short delay. Check the applied filter values before acting on a row; Search resets to the first page.
| Filter | Example | Meaning |
|---|---|---|
| Payment number | A distinctive part of PAY-… | Trimmed, case-insensitive substring |
| Status | Posted | Exact chosen status |
| Method | Bank transfer | Exact chosen method |
| Reference | 77812 | Trimmed, case-insensitive substring of the entered reference |
| Business unit ID | 3 | Numeric owning-unit ID |
| Customer partner ID | 42 | Numeric Partner ID, not Customer/Party ID |
| From date / To date | 01/11/2026–30/11/2026 | Inclusive payment-date bounds |
From date must be on or before to date. Use Clear filters to remove restrictions. Page sizes are 10, 20 and 50.
Read the result columns
| Column | What to check |
|---|---|
| Number | Generated payment reference and detail link |
| Type | Customer payment for this current API scope |
| Date / Status | Receipt business date and lifecycle |
| Business unit / Partner | Numeric references, not display names |
| Amount | Original receipt value |
| Allocated | Amount already applied |
| Available | Money not yet applied |
The register's amounts use each row's own transaction currency. It does not offer an automatic common-currency total.
Useful searches
Check for a duplicate before creating
Search the actual bank/card reference, relevant payment dates and Customer partner ID. Open likely results and compare method, amount, unit and notes. A matching reference is useful evidence, not a unique transaction key enforced by this form.
Find money still available
Filter customer/unit and Status Posted, then repeat with Partially allocated. Inspect Available. There is no dedicated Available greater than zero filter or combined multi-status selection.
A Draft may show a positive Available number but is not yet allocatable. A Cancelled record can retain amounts. Read status with the balance.
Investigate an invoice still due
Use the invoice detail's Payments link, which carries customer/unit filters. Find the receipt and inspect allocation rows for the invoice ID. The filtered list is not exclusive to that bill.
Sorting
| Sort | Useful for |
|---|---|
| Newest payment first | Recent receipt entry |
| Oldest payment first | Historical review |
| Payment number | Reference ordering |
| Amount descending (per currency) | Larger numeric receipt amounts |
Amount sorting does not convert currencies. A EUR 1,000 row is not automatically worth more than a GBP 900 row because its number is larger.
Empty results and errors
No payments found can mean filters exclude the receipt, the current tenant/unit differs, or no permitted unit is available. Clear filters and verify access. The current backend excludes expense/donation workflows despite the older register description.
An error state offers Retry search and must not be treated as an empty bank/customer ledger. After a timeout on creation, search by reference/customer/date before creating another receipt.