How to Navigate the Payments Tab

How to Navigate the Payments Tab in an Account

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Learn how to efficiently navigate the Payments Tab in an account in ARC.

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1. Click "Accounts"

In ARC click on the Accounts tab on the left hand side. Click 'Accounts'

2. Click "Accounts"

Navigate to the Accounts page Click 'Accounts'

3. Click on account name

Search for the account using the search field and click on the Account Name to select. Click on account name

4. Click "Payments"

Access the Payments tab Click 'Payments'

5. View Payments

On this tab you will see all payments applied to the account. It also lists the payment method, if anyone manually created the payment, the amount, amount applied and amount refunded if applicable for each payment. View Payments

6. Payment Methods

There are three types of payment methods: A check payment is a physical paper check, AuthorizenetCIM are credit card payments and ACH indicates the client paid directly using their bank account information.

7. Amount vs Amount Applied

If the amount applied ever shows less than the amount of the payment, this would indicate the client overpaid and the additional amount is automatically applied to their next invoice. Amount vs Amount Applied

8. Click on Payment

Click on the specific payment for more details. Click on Payment

9. Payment Details

This page shows what month’s invoice the payment was applied to, the agreement number and insertion, payment method, amount and date applied. Payment Details This guide detailed the steps to effectively navigate the Payments Tab in ARC.