--- title: "Customer Payment History and Allocations" canonical: "https://kb.myframeworks.com.au/space/FRAM/28378826/Customer%20Payment%20History%20and%20Allocations" format: markdown --- The **Payment History** section within the **Customer Dashboard** provides payment history for the selected customer and the option to drill down to the individual transactions to view more detail about the payment and all allocations made from the payment. For rewards customers, there is a further drill-down to the rewards details of the transactions. # How to Enquire on a Customer's Payment History and Allocations To enquire on a customer's payment history and allocations, from the home **Dashboard** perform the following:  1. Click the **Customer Dashboard** icon** **to open the Customer Dashboard. 2. Type the* customer number* in the **Customer No** field then click or search for the customer in the Search field then click or **Find**. For additional search options, > ✅ Refer to [Searching for a Customer](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27326586) for more information. 3. Click the **Payment History** tab, then the **Detail **tab to display all payment history for the selected Customer. > ✅ Refer to [Payment History](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378818) for an explanation of the fields on this screen. 4. Click the **Payment Number** link to view details of the payment.
For more information about the Payment History Details, click here #### **Payment Header** - **Payment No**: Displays the unique system-generated customer payment number. - **Suffix: **Displays the backorder number for the transaction. In the case of a payment, one can be made on a Sales Order backorder for a cash customer and thus a backorder number is assigned. - **Payment Date**: Displays the date the payment was made. - **Payment Amount**: Displays the total amount paid including GST for the particular payment number. - **Discount Given**: Displays the total of all discounts given to all the transactions. - **Within Terms**: Displays if the payment was made within the agreed payment terms. - **Payment Status**: Displays the payment status. - **Allocated: **This payment has been fully allocated. - **Unallocated: **This payment is yet to be fully allocated. - **Print Payment**: Refer to the [Reprinting a customer payment](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378826/Customer+Payment+History+and+Allocations#Reprinting-a-customer-payment) below. - **Reverse Payment**: Refer to the [Reversing a customer payment ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378826/Customer+Payment+History+and+Allocations#Reversing-a-Customer-payment)below --- #### **Tendering Details** - **Till No**: Displays the Till No used to process the customer payment. - **Session**: Displays the Till Session number used to process the customer payment. - **Tender Type**: Displays the type of tender used to make the customer payment. For example: - **Amount**: Displays the total transaction amount paid. - **User: **Displays the user who processed the customer payment. - **Cheque No**: If applicable, this field displays the cheque no if the cheque was used as the type of tender. --- #### **Payment Allocations** - **Transaction No**: Displays the transaction or transactions the customer payment was allocated to. Click the link to drill down to find further information about the invoice. > ✅ Refer to [About the sections within the Customer Transaction Enquiry Screen](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403446) for further information. - **Suffix**: Displays the backorder number of the transaction being allocated against. - **Date**: Displays the date the payment was allocated to the transaction. - **Payment Amount**: Displays the payment amount allocated to each transaction. - **Discount**: Displays any settlement discounts allocated to the transaction during the allocation process. Refer to Allocating Payments for further information. ---
# Reprinting a customer payment The** Print Payment **button allows you to reprint previous customer payments made to an account. The reprint is clearly labelled and contains the original time and date of the payment. The customer payment is either reprinted as a star docket or a nuvu document dependent on the settings for the printer defined via the **POS printer** field in [Device Maintenance](https://kb.myframeworks.com.au/space/FRAM/433160213/Device+Maintenance) To reprint a previous customer payment, perform the following: 1. Click **Print Payment**. 2. If a NuVu printer has been defined, you will be presented with the Output Dialog box from which you can then print or email the customer payment. Refer to [Printing, Emailing or Faxing Stationery from Frameworks](https://kb.myframeworks.com.au/space/CO/544539169) for further information. 3. If a star printer has been defined, the customer payment is automatically printed to the defined star docket printer. # Reversing a Customer payment The **reverse payment** button allows you to process a payment reversal for payments that have been allocated against customers. > ⚠️ Security access via User Maintenance controls access this option > ⚠️ > ⚠️ This option can only be used if the payment has already been allocated against Invoices. To reverse a customer payment, perform the following: 1. Click **Reverse Payment** 2. The Customer Payment Reversal window is displayed. 3. Click the OK button. This will process a negative payment to reverse this transaction. Check that the Payment Status is changed to **Reversed**. The Reverse Payment button will no longer be displayed. # Additional Information
Related System Settings - Flags The below system settings may be used to customise the functionality of your Frameworks instance. **FWBrSecurityEnh** Enable enhanced Branch Security ---
> ✅ Refer to the additional information section of the [User Maintenance](https://kb.myframeworks.com.au/space/FRAM/106692610/User+Maintenance) guide.