Overview
The Payments table in SmartCustomer (AR Collections) lists all customer payments synchronized from your ERP. Each row represents a single payment record, and the columns show key details to help you understand how much has been applied to invoices and what remains unapplied.
Table 1. Understanding Payments Fields
| Field Name | Description |
|---|---|
| Payment No | The unique identifier of the payment as defined in your ERP or system of record. Clicking the payment number opens the payment details view (where available). |
| Customer Name | The name of the customer who made the payment. Clicking the name opens the Customer Details page in AR Collections. |
| Entity | The legal entity, company, or business unit associated with the payment (e.g., a specific subsidiary). Useful for organizations that manage collections across multiple entities. |
| Type | The type of transaction. For AR Collections, this will typically be Payment, but may include other ERP‑defined payment‑related types if configured. |
| Status | The current status of the payment, such as Unapplied, Partially Applied, or Fully Applied, indicating whether and how much of the payment has been matched to invoices. |
| Amount | The original total payment amount recorded in your ERP. Displayed in the currently selected currency (Base or Foreign). |
| Amount Applied | The total portion of the payment that has been applied to one or more invoices. |
| Amount Unapplied | The remaining portion of the payment that has not yet been applied to any invoices. Unapplied amounts are often candidates for additional application or research. |
| Payment Date | The date on which the payment was received or recorded in your ERP. This is used for payment‑related reporting and reconciliation. |
Currency Toggle: At the top right of the Payments page, you can switch between Base and Foreign currency. This updates the display of all monetary fields (Amount, Amount Applied, and Amount Unapplied) based on your selected view.