Edit payment
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/ar/payments/:id/edit
How to get there
Section titled “How to get there”Finance → Sales & Payments → Accounts Receivable → (a record) → Edit Payment
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Financials | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Financials | Manage also grants it |
| Edit notes | Edit on Financials | Manage also grants it |
What you see
Section titled “What you see”- Identity & status
- Invoice & customer
- Amount & date
- Method & reference
- Notes
- Payment card — Editing
- PMT-20260916-5PTR
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Clear selection
- Edit notes
- Hide Notes
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Payment number | Yes | textbox | PAY-20260904-7H4P |
| Status | No | combobox | Pending |
| Linked invoice | No | combobox | INV-20260916-EPWQ |
| Customer | No | combobox | Select account |
| Amount | Yes | textbox | 1500.00 |
| Currency | No | combobox | USD — US Dollar |
| Payment date | Yes | textbox | 2026-09-15 |
| Payment method | Yes | combobox | ACH |
| Reference | No | textbox | ACH batch 0904-2 |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27