Viewing Payments Set to Post

In this topic, you will learn how to view payments set to post.

Steps:

1. Begin by navigating to the Payments Set To Post page.

    

   Click the Scroll Down arrow.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Payments menu.

   Step 3

4. Click the Review Payments menu.

   Step 4

5. Click the Payments Set To Post menu.

   Step 5

6. Use the Post Action list to select the posting action for the payments.

    

   In this case, the Batch Priority and Standard option runs the Receivables Update process the next time that a priority job is scheduled, or the next time that a standard batch job is scheduled if that occurs first.

   Step 6

7. Click the Payment Type list.

   Step 7

8. You can filter by the Payment Type, which includes credit card payments only, electronic payments only, or regular payments only.

    

   Click the Regular Payments Only list item.

   Step 8

9. Click the Search button.

   Step 9

10. Use the Payments Set To Post page to view payments that will post the next time the Receivables Update multiprocess job runs.

    Step 10

11. View payment information in the Payments Set To Post grid.

    Step 11

Congratulations, you have successfully learned how to view payments that are not posted, but are set to post, the next time that the Receivables Update process runs.

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