---
title: "Customer Payments - Field Definitions"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28403472/Customer%20Payments%20-%20Field%20Definitions"
format: markdown
---
# Overview
The** Customer Payments** option displays all unallocated payments made by customers and allows you to allocate these payments to individual invoices. For example, a customer has paid $100 at **Point Of Sale** to pay an amount owing to their account. The back-office staff are then able to allocate the $100 payment to customer invoices that are due.
# Accessing Customer Payments
Click **Frameworks **and navigate to **Receivables** > **Transaction Processing** > **Customer Payments** from the navigation tree.
# Navigating Customer Payments
The **Customer Payments **screen is made up of 6 main sections:
1. The customer payment search fields
2. The customer payment results grid
3. The payment details
4. Outstanding transaction balances
5. Individual transactions grid
6. Action buttons
## The Customer Payment Search Fields
To use the search fields, complete the following:
1. Fill in the search fields as follows to find your desired unallocated customer payments:
- **Customer No**: Enter the customer number or use the **Search **icon to search for the customer.
- **Supervisor**: Enter the **User ID** of the sales representative assigned to the payment or use the **Search **icon to search for them.
- **Future Dated**: Enable if the payment has been future dated.
- **Auto Alloc**: Enable if the customer's payment is currently set for auto allocation.
Alternatively, leave the fields blank to return a list of all unallocated customer payments.
2. Click **Find **to return a list of unallocated customer payments.
3. Click **Import Payments** to open the **File Upload** pop-up window and import any customer payments.
> ✅ Refer to [Importing Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30510180) for more information.
> ✅ Refer to [Searching for Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530572) for more information.
## 2. The Customer Payment Results Grid
The results grid contains a list of all unallocated customer payments that match the search criteria.
## 3. The Payment Details
Once a customer payment has been selected, this section will populate with the payment details.
To learn more about the Payment Details fields, click here.
| **Field** | **Description** |
| --- | --- |
| **Payment Number** | A number that is automatically assigned to the payment upon creation. |
| **Customer** | The customer's number. The customer's name is displayed underneath. |
| **Payment Date** | The date the payment was/is to be made. The [Account Type](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28377252/Receivables+Terminology#Account-Type) is displayed beside this field. |
| **Payment Amount** | The payment amount. The payment's status is displayed underneath. The status can describe any of the following:
- The payment is under allocated
- The payment is over allocated
- The payment is fully allocated
- The payment is flagged for auto allocation
- The payment is future-dated |
> ⚠️ The **Check** button becomes active when [Allocating Payments](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403472) and can be clicked to calculate the amount yet to be allocated.
## 4. Outstanding Transaction Balances
Displays the totals of all transactions separated into age buckets and divided into the total amounts, the discounts and the subsequent nett amounts. From here you can:
1. Click **Add New** to open the **Transaction Entry Maintenance** window and add a new transaction.
2. Click **Actions **to access various extra functions.
To learn more about the Actions menu items, click here.
| **Action** | **Function** |
| --- | --- |
| **Import Remittance** | Click to open the **File Upload **window and import a remittance. |
| **Show All/Unallocated** | Click to display all transactions or show unallocated transactions. |
| **Clear Allocations** | Click to clear all current allocations. |
| **Set as Auto Allocate** | Click to set the payment to auto-allocate. |
| **Add Discounts** | Click to add discounts to the transactions. |
| **Remove Discounts** | Click to remove discounts from the transactions. |
3. View total customer payment details including:
- **Settlement Discount**: See whether the settlement discount has been enabled for the customer. This can be changed in [Customer Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894).
- **Future Inv**: Total value of future invoices.
- **Future Pay**: Total value of payments marked as future-dated from the customer.
- **Unallocated**: Total value of unallocated payments from the customer.
When allocating a payment, click the **Check **icon to allocate the payment to the specified age bucket.
> ✅ Refer to [Allocating Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30515668) for more information.
## 5. Transactions Grid
The transactions grid displays a list of transactions billed to the customer.
To learn more about the Transactions Grid headers, click here.
| **Field** | **Description** |
| --- | --- |
| **Pay Gross** | Click the appropriate check box to pay the entire balance, but without taking into consideration the discounts available. |
| **Pay Nett** | Click the appropriate check box to pay the entire balance, but taking into consideration the discounts available. |
| **Tran No** | Automatically displays the transaction number. |
| **Date** | Automatically displays the date of the transaction. |
| **Amount** | Automatically displays the full amount of the transaction. |
| **Discount Available** | Automatically displays the full amount of any discounts for this transaction. |
| **Balance** | Automatically displays the balance owing on the transaction. |
| **Ext Ref** | Automatically displays any external references that have been entered on the transaction. |
| **Customer Order Number** | Automatically displays any Customer Order reference entered on the transaction |
| **Comment** | Automatically displays any comments on the transaction. Additional comments can be added as needed. |
| **Payment Amount** | Enter an amount to allocate to the transaction.
- If you tick the check box, then the full amount of the Balance will already be entered.
- If you enter an amount, the check box will automatically be selected to ensure this line is included in the payment processing allocation. |
| **Discount Amount** | Enter a discount amount based on the **Discount Available **that the user is able to take up for the customer. |
## 6. Action Buttons
Refer to the sections below for more information on the available Actions buttons:
### 1. New Button
Click the **New **button to process a new customer payment.
> ✅ Refer to [Processing Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30516976) for more information.
### 2. Edit Button
Click the **Edit **button to maintain the currently selected customer payment in the results grid.
### 3. Save Button
Click the **Save **button to save any changes made to the allocations.
### 4. Cancel Button
Click the **Cancel **button to abandon any changes made to the allocations.
### 5. Close Button
Click the **Close **button to close the **Customer Payments** screen.
> ⚠️ Be sure to save or cancel any changes before closing the screen.
# Additional Information
Related System Settings - Flags/General
The below system settings may be used to customise the functionality of your Frameworks instance.
| **System Settings - Flags** | **Flag Purpose** |
| --- | --- |
| **FWRecAgeL** | Display relevant month names for aging labels |
| **FWPayAlloc** | Customer Payments - Use full invoice value when allocating instead of the balance of the payment |
> ✅ Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for more information.