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The Payments page tracks every incoming payment synced from your ERP — what’s been received, what’s been matched to invoices, and what’s still in transit. It’s where you go to verify customer claims, reconcile promise-to-pay commitments, and confirm dunning has stopped after payment.Each row in the list shows:
  • Date received
  • Customer name
  • Reference number (prefixed PMT-)
  • Payment amount
  • Remaining amount (the unallocated portion)
  • Whether documentation was provided
  • Allocation indicator (✓ or ✗)
  • Confidence indicator
  • Status
Use the search at the top to find payments by reference number or customer name. Filter buttons let you narrow by:
  • Date — date received
  • Customer — specific customer accounts
  • Account — bank account the payment hit
Sort by any column header to triage quickly — for example, sort by Remaining Amount to find unallocated payments that need attention.
The Allocated column shows at a glance whether a payment has been matched to specific invoices:
  • ✓ (green checkmark) — payment has been matched to invoices.
  • ✗ — payment has not been matched yet.
The Remaining Amount column tells you how much of the payment is still unallocated — $0.00 means fully applied; anything else is the outstanding balance sitting on the customer’s account.
Click any payment to open its detail view. The left panel shows:
  • Customer name (click to navigate to their account)
  • Payment status badge (e.g., Posted)
  • Reference number
  • An invoice allocation table — which invoices the payment was applied to, with balances and allocated amounts
Below the allocation table you’ll find:
  • Posted At date — when the payment was recorded in your ERP
  • Processor ID — the transaction identifier from your payment processor or ERP
If a payment hasn’t been assigned to specific invoices yet, you’ll see “Payment not assigned to invoices yet” on the detail page, and the amount appears as an On Account Credit — the funds have been received but are sitting as a general credit on the customer’s account.This is expected for a short window while Cash Application matches the payment, or when remittance is missing. If a payment has been sitting as on-account for a while, check the customer’s Credit Memos and remittance to figure out where it should be applied.
All payments in the list carry a Finalized status once they’ve been posted and confirmed in your ERP. Finalized means the cash application is complete — the invoice was cleared, the payment is recorded against it, and Collections has been notified to stop dunning.If you need to match and post a new payment, that work happens in the Cash Application module — the Payments page is where you go to view what’s already been processed.
The Payments page is your reference for this. Workflow:
  1. Search the customer’s name or filter by Customer.
  2. Look for a payment matching the date and amount they mentioned.
  3. Open the detail to confirm allocation against the invoice in question.
  4. If you don’t see it, check whether your ERP sync has run recently — payment data might not have arrived yet.
If the payment data isn’t synced Stuut won’t know the payment exists until your ERP sync includes it. If a customer insists they paid but you can’t see it, discard any open drafts, add a note on the customer, and check back after the next sync.