---
title: "Payment History"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28378818/Payment%20History"
format: markdown
---
# Overview

The **Payment History** section within the **Customer Dashboard** provides payment history for the selected Customer including:

- The Customer's monthly account balance at period end including the average days it takes a customer to pay.
- Transactions by payment date with the option to drill down to the individual transactions. For rewards customers, there is a further drill-down to the rewards details of the transactions.
- A list of payments that have been deferred.

# Types of Payment History Screen

## **Payment History screen without Multiple Company access**

![image-20240913-010251.png](media://c7bab385-a0f3-415b-a953-f0a11518dfe9)

## **Payment History screen for those with Multiple Company access**

![image-20240913-010255.png](media://bd2bfc4d-c22e-4344-8a88-f3241bcf0b31)

- Select which company's data you wish to view via the drop-down arrow
  
- Users are setup with access to a single company, all companies (multi_company) or a selected list of companies.
- You can also select *All Companies* from the **Company** drop down arrow which will then load the data for all companies that the user has access to.

> ✅ Refer to [Operating Frameworks across multiple Companies](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396178) for further information.

<details>
<summary> For more information about each Payment History tab, click here</summary>

#### **Summary**

Displays the customer's monthly account balance at period end including the average days it takes a customer to pay from which you can sort the data by columns.

> ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for further information.

The following link provides you with a screenshot and a description of the information:

![image](media://e5629199-2d6a-42ea-a401-3785a7e8e5a5)

- **Month**: Self-explanatory.
- **Balance: **The customer's monthly account balance at period end.
- **Days: **The days, from month end, it took the customer to pay each month.

---

#### **Detail**

Displays a list of customer paid transactions by invoice date from which you can sort the data by columns.

> ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for further information.

You are also able to modify the date range to view other payment history search results (based on the **From Date** and **To Date** chosen), then clicking the **Find Details** button.

The following link provides you with a screenshot and a description of the information.

![image-20240913-011245.png](media://ffd7e8ad-0a6e-4206-a281-214df47b1b62)

- **From / To Date: **The date range defaults to the last 6 months, however, **Show Date Chooser** icon is available to select a different date range if required.
  When clicked, the **Find Details** button will update the payment history search results based on the from and to date chosen.
- **Number: **Click the link to view more detail about the payment and all allocations made from the payment.

> ✅ Refer to [Customer Payment History and Allocations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378826) for further information.

- **B/O: **Displays the back-order suffix number of the transaction.
- **Status: **When a payment is made to the customer's account it will appear with unallocated in this column. When the payment has been fully allocated it will read allocated.
- **Date: **Displays the date the invoice was issued.
- **Amount: **Displays the invoice amount.
- **Within Terms: **If enabled, it indicates that the payment was paid within the terms.
- **Using Points: **If enabled, it indicates that the customer has chosen to redeem points to pay for this invoice

Scroll up and down the **Detail** list using your mouse.

---

**Deferred Payments**

Displays a list of payments that have been deferred.

The following link provides you with a screenshot and a description of the information.

![image](media://cfdff763-9308-4416-9dbc-b8b11f72c5b2)

- **Invoice: **Displays the invoice number that has been deferred. Click the link to view the details.
- **B/O**: Displays the back-order suffix number of the transaction.
- **Date: **Displays the date the invoice was created.
- **Amount: **Displays the amount of the deferred invoice.

---
</details>