4.9 Payments
The Payment Details section facilitates you to perform a new payment as well as view details of all the payment transactions of accounts related to a case. It displays payment details, such as amount, transaction type, and transaction date.
Table 4-21 Field Description: View Payment
| Field Name | Description |
|---|---|
| Case Id,<Customer Name> | Displays the case ID and name of the customer. |
| <Product Sub Type - Account Number> | Indicates the product sub type and account number.
The list displays all account numbers associated with the case. By default, the account number selected in Account widget is displayed. The payment details are displayed for the account selected. |
| Overdue | Displays the overdue amount on the account. |
| Transaction Date (From - To) | Indicates the period during which the transaction
date of the payments you want to search exists.
|
| Payments | This section displays the list of payments for the specified period. |
| <Amount of Payment> | Displays the amount of payment. |
| Transaction Type | Displays the transaction type.
The
possible values are:
|
| Transaction Date | Displays the data and time of transaction. |
| Reference Number | Displays the transaction reference number. |
| Value Date | Displays the value date of transaction. |
| Description | Displays the description of the transaction. |
Table 4-22 Field Description: Add Payment
| Field Name | Description |
|---|---|
| Payment Amount | Indicates the amount that the customer is paying. |
| Payment Mode | Indicates the mode of payment. The possible values
are:
|
| Select Account | Indicates the debit account. This field will be displayed only if Direct Debit mode is selected. |
| Remarks | Displaysthe description of the transaction. |
This section consists of the following topic:
Parent topic: Case Summary