Introduction to the Payments Tab in Movegistics 5.0

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Why This Matters to Your Business

The Payments tab is your central command for managing and reconciling all payments received across jobs. 💳 Whether you’re accepting cash, checks, or card transactions, this tab ensures nothing slips through the cracks.

By using the Payments screen consistently, you can:

• Verify all job payments are recorded and applied 💡
• Identify unapplied payments for follow-up 🔍
• Reconcile invoices for accurate reporting and accounting 📊
• Track payment methods and transaction statuses easily ✅

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📍 How to Access the Payments Tab

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1. Click the Main Menu.
2. Go to Operations > Payments.
   
   

You’ll be brought to the All Payments view by default.

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Key Columns in the Payments View

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The screen displays the following columns:

• Payment Date – When the payment was logged
• Payment ID – Auto-generated unique ID
• Amount – Total payment received
• Open Amount – Balance remaining (if partial or not applied)
• Payment Mode – Cash, Check, Credit Card, or Others
• Card Info – Last 4 digits and card type (if applicable)
• Invoice No. – Linked invoice (if applied)
• Payment Status – Applied, Unapplied, or Closed
• Transaction Status – Recorded, Failed, or Pending
• Contact Name and Description – Helps identify payment source

You can click into any row for full payment details.

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Tabs and Filtering Options

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• All Payments – Full payment history
• Monthly Views (e.g., April - Payments) – Quickly filter by date
• Failed Payments – Track payment errors for retry
• Saved Views – Save commonly used filters
• + Create a View – Build custom reports based on payment status, mode, or date

You can also use:

• Search bar – Locate specific payments by ID, name, or amount
• Transaction Status Filter – Sort by success, failure, or pending payments

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💰 How to Manage Payments

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• If a payment shows as Unapplied, go to the linked invoice to apply it
• If a customer overpaid or has a balance, the Open Amount column will reflect it
• Failed transactions (e.g., card declines) will be marked in red for follow-up

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Enable Card Payments (Optional Feature)

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If your organization uses integrated card payments:

• Click the Enable Card Payments button in the top-right
• View card type, last 4 digits, and status for each credit card payment
• Auto-apply payments to the correct invoice based on reference matching

🧠 Tip: Reach out to your Netensity account manager to activate card payments and link your payment processor.

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🧠 Pro Tip: Reconcile Weekly

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Use the Payments tab each week to:

• Match payments to invoices
• Flag unapplied or duplicate payments
• Export clean summaries for your accountant or bookkeeper

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For assistance reconciling payments or resolving failed transactions, contact us at [e-mail].