The "Payments" feature within the commerce module offers a comprehensive set of tools for managing and tracking payments associated with invoices. This feature is particularly useful for efficiently handling batch payments from customers.
Here's how you can use the provided elements:
-
Number of Rows to Show Dropdown: This dropdown allows you to select the number of payment entries you want to display on a single page of the grid. You can choose to display 25, 50, 100 rows, or even view all available rows.
-
Search and Filter Data: This option enables you to search and filter payment data based on specific criteria. You might want to search for payments related to a particular invoice number, customer, payment mode, transaction ID, or date.
-
Export Option: This feature lets you export payment data to another format, such as Excel or CSV. This can be useful for creating reports, sharing information with colleagues, or further analysis.
-
Refresh Icon: Clicking the refresh icon allows you to update the payment data displayed in the grid. This is particularly useful if there have been recent changes in payment information and you want to ensure you're viewing the most up-to-date data.
-
Grid Columns: The grid columns present the details of each payment in a structured manner:
-
Payment #: A unique identifier for the payment.
-
Invoice #: The associated invoice number for which the payment was made (e.g., INV-000001).
-
Payment Mode: Indicates the method used for payment, such as Bank in this case.
-
Transaction ID: The unique identification for the payment transaction.
-
Customer: Displays the name of the customer who made the payment.
-
Amount: The payment amount.
-
Date: The date when the payment was made.
Figure 1 payments