Viewing Customer Payments

Overview

The Payments tab on a customer's details page shows all payment transactions associated with that customer. This provides a comprehensive cash application history to help you track what payments have been received and reconciled.

Steps

Step 1: Navigate to Customers

From the sidebar, click Customers to view your customer list.

The Customers page displays summary metrics and a table with all customers. You can see:

• Total Billed & Received: Overall billing and collection totals

• Total Received: Amount collected from each customer

• Last Payment: Date of most recent payment

Step 2: Find Your Customer

Use the search bar to filter customers by name.

You can also filter by:

• Total Received: Filter by payment amount ranges

• Total Billed: Filter by billing amount ranges

• Tags: Filter by customer tags

Step 3: Open Customer Details

Click on a customer row to open their details page. The customer details page includes several tabs:

• Invoices: View all invoices for this customer

• Contracts: View active and historical contracts

• Payments: View payment transaction history

• Contacts: Manage customer contacts

• Documents: Access uploaded documents

Step 4: Click the Payments Tab

Select the Payments tab to view the payment transaction history for this customer.

Step 5: Review Payment Transactions

The Payments tab displays a table with all payment transactions:

Transactions are sorted by date with the most recent payments shown first. Click any column header to change the sort order.

Understanding Payment Data

Payment data in Monk is aggregated from all sources:

• Bank transactions synced via Mercury or Plaid integrations

• Manual reconciliations entered by your team

• CSV uploads imported from external systems

Each payment shown has been matched and allocated to invoices for this customer.