Documentation

Payments

Requires. Payments with View on at least one location. You see only payments on locations where you have that permission.

The Payments page is the company-wide log of money received — every customer payment across every customer. Use it to verify a specific payment landed, check the processing-status of card charges, or audit what came in on a given day.

Getting here

  • From any Accounting page, click Payments in the sub-nav.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/accounting/payments.

If you don't have invoice-view permission but have payment-view permission, clicking the Accounting icon in the top nav lands you here automatically.

Filters

Click the filter icon to open the Filter Payments flyout.

Section 1: Sort and per-page (sticky)

Field Type Options Default
Sort by Dropdown ID, Payment Date, Amount, Customer, Created Date — each ascending/descending ID descending
Per page Select 10, 25, 50 50

Section 2: Narrowing filters

Field Type Notes
Payment date — From / To Date pickers Narrow to payments received in a window.
Processing status Select Pending, Complete, Failed, Cancelled, or blank for any.
Locations Multi-select pillbox Narrow to specific locations.

Processing status tracks the state of electronic transactions (credit cards, ACH) with your payment processor:

  • Pending — submitted to processor, awaiting response.
  • Complete — successfully charged.
  • Failed — processor declined.
  • Cancelled — voided before clearing.

Manual payments (cash, check) typically land straight at Complete.

Click Submit to apply. Clear removes all filter criteria but keeps your current sort order and per-page setting.

Columns

Column What it shows Sortable?
ID The payment ID, as a badge. Yes
Payment Date When the payment was recorded. Shows — if not set. Yes
Customer Customer name, clickable to their Accounting tab. Yes
Amount The payment amount, formatted as currency. Yes
Sale Type Sale-type label on the payment (if any). Shown as — if blank. —
Processing Status Pending / Complete / Failed / Cancelled, or —. —
Cleared A badge — Yes (green) if the payment has cleared, No (zinc) otherwise. —
Status The payment's overall status (from the payment record's meta-status). —

Cleared vs. Processing Status: Processing Status tracks the processor's response for card/ACH payments. Cleared is a separate flag for whether the payment has settled into your bank account. They can differ — a card payment can be "Processing Status = Complete" but "Cleared = No" for a day or two until the funds actually land.

Non-obvious behaviors

  • No aging view here. Payments don't age — they're one-time events. For aging, use Invoices or Aging Invoices.
  • No bulk actions. Unlike Invoices, there's no bulk-download for payments. If you need a batch PDF, generate statements on Aging Invoices instead.
  • Refunds are separate. Money going back to the customer is on Refund Receipts, not here.

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