Navigation: Contacts Record
To view a contact’s outstanding payments, follow the steps below:
Viewing a Contact’s Outstanding Payments
Step 1: First, hover over ‘Actions’ and then click on ‘View outstanding payments’.
Step 2: Once in ‘View outstanding payments’ you will be able to see any current outstanding payments which need to be paid.
Step 3: If the contact in question has outstanding payments which are instalments you can hover over ‘Instalment options’ and select ‘Switch to consolidated view’. This will allow you to view all payments outstanding against the full amount originally requested or a consolidated view of the total amount left to pay via instalments.
Once you have completed the above steps you will have successfully viewed a contact’s outstanding payments from within their contact record.