The following fields are found in the Payment Edit panel.

• Received By: The ID of the person who received the payment.
• Date Received: The date the payment was received.
• Voided By: This field automatically populates with the ID of the person who voided the payment when the Voided check box is selected and saved.
• Date Voided: This field automatically populates with the date when the Voided check box is selected and saved.
• Reference: This field can be used to reference a payment source, such as an internal Purchase Order (PO).
• Voided: Select this check box to void the payment. Payments should be voided instead of deleted to preserve the history of the cash flow and accurately identify why changes were made to the transaction.
• Comment: Add any additional notes or comments about the payment.
• View Payer: Click to view or edit contact information of the person who made the payment.
• View Refunds: Click to view any refunds that were made.
• Refund Payment: Click to refund the payment. See Refund a Payment for more information.
• Related Documents: Click to add, view, and remove attachments. See Use Attachments on Payments for more information.

The following fields are found in the Payer Info section of the Make Payment panel.

NOTE: Some fields have visible character max limits. The first number is the current count of how many characters have been used. The second number is the max characters allowed in the field.

• Name: Enter the name of the person paying the fee.
• Address1: The address associated with the selected person.
• Address2: An additional address associated with the selected person.
• Address3: An additional address associated with the selected person.
• City: The city where the address is located.
• State: The state where the address is located.
• Zip Code: The zip code where the address is located.

NOTE: City, state, and country values may automatically populate when a zip code is entered if an administrator has configured the zip code in Admin. See Add a Country Code, State, or Zip Code in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

• Country: The country code where the address is located, such as United States or USA.
• Work Phone: The office or work phone number.
• Extension: The extension for the office or work phone number.
• Home Phone: The home phone number.
• Cell Phone: The cell or mobile phone number.
• Fax Number: The fax number.
• Email: The email address used by the person.
• Web Site: The URL address associated with the selected person.
• Comments: Add any additional notes or comments about the payment.

The following fields are found in the Refund Payments panel.

• Paid: The amount paid.
• Refund Amount: The amount to be refunded.
• Comment: Comments about the refund, such as why the amount is being refunded.