Payment Header

The Payment Header occupies the top portion of the Payment home page and contains various panes displaying Payment data. Most panes of the Payment Header are populated when the Payment is created. To change any of the information, you can edit the Payment.

The Payment Header includes the following panes:

• Details: Displays various informational fields associated with the Payment, including Name, Number, Type, and Status.

• Initial Payment Setup: Contains reference information from the original Payment setup.

• Discount: Displays information regarding any discounts associated with the Payment.

• Payment Details: Displays whether the Payment is invoiced.

• Scheduling: Contains information regarding the Payment schedule.

• Current Payment: (Recurring Payments only) Displays information for the current Payment in the series.

The Payment Header varies depending on whether the Payment is One Time or Recurring.

The Payment Header might also contain additional custom panes created by an administrator.