Payment Manager Module

The Payment Manager module lists all the batches in status name tabs (Scheduled to Pay, In Progress etc) based on the payment status for each batch. When payment for a batch is complete, the batch status updates to Paid. The invoices in a paid batch list in the Paid tab in the Invoices module.

The Payment Manager page has 3 main sections:

1. Top bar: This section helps you view batches according to their payment status.
   
   • Scheduled to Pay: Displays all batches that are scheduled for future payment.
   • In Progress: Batches that have been initiated for payment and are in progress.
   • Errors: Should there be any failed batches, it lists here.
   • Paid: Batches that have been paid through Payment Manager.
     
2. Filter by/Search for: This section helps you locate batches matching entered criteria. See Filtering and Searching for Payment Batches for more information.
   
   
3. Payment batches: On the top, the total number of batches in the tab and the corresponding invoice amount display. Depending on the tab you are on, batches in the corresponding status display below this. The Sort button in the right allows you to sort the batches by Date, Discount, or Invoice Amount.

Batch Details

Each payment batch in the Payment Manager page lists the Subscriber Name, Status and date, total invoice amount and discount amount and the View # Invoices button that opens the list of invoices in a batch.

The Invoices List

The invoice list displays the following information:

• invoice number, tracking number for each invoice. By clicking these links, you may open the invoice and work order respectively.
• Invoice amount.
• Age, terms, original invoice amount, discount, and fee.
• Trade and Category.