New payment
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/ar/payments/new/edit
How to get there
Section titled “How to get there”Finance → Sales & Payments → Accounts Receivable → Record payment
Who can use this page
Section titled “Who can use this page”Needs: Create 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) |
| Record payment | Create on Financials | Manage also grants it |
What you see
Section titled “What you see”- Invoice & amount
- Method & reference
- Payment card — Draft
- New payment
What you can do
Section titled “What you can do”- Cancel
- Record payment
- Hide preview
- Linked invoice
- Amount
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Linked invoice | Yes | combobox | Select an invoice |
| Amount | Yes | textbox | |
| Payment date | Yes | textbox | 2026-10-26 |
| 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