Payment

Represents a payment received.

Manage Payment Records in AnyDB

The Payment business object represents a payment received from a customer. It provides a central place to track payment amount, date, method, status, customer, invoice, and supporting documentation.

Description

Use the Payment object to record payments received against customer invoices. It can connect each payment to the related customer and invoice, track the payment method and status, store the paid amount and currency, and retain supporting payment attachments and notes.

Included Fields

Payment

  • Payment ID
  • Payment Date
  • Payment Method
  • Status
  • Paid Amount
  • Currency

Customer

  • Customer Reference
  • Customer Name

Invoice

  • Invoice Reference
  • Invoice ID

Documentation

  • Payment Attachment

Other

  • Notes

Common Uses

  • Payment Tracking: Record payments received from customers.
  • Invoice Payments: Connect payments to the invoice they apply to.
  • Customer Payment History: Associate each payment with the corresponding customer.
  • Payment Reconciliation: Track payment date, method, amount, currency, and status.
  • Supporting Documentation: Store payment-related attachments with the payment record.

Related Business Objects

Accounts

Finance

Documents

Included Features

  • Automatic Payment ID generation
  • Payment status tracking
  • Payment method tracking
  • Multiple currency support
  • Customer reference
  • Customer name lookup from the referenced Customer
  • Invoice reference
  • Invoice ID lookup from the referenced Invoice
  • Payment attachment support
  • Rich text notes