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Payments Tab | Fiserv & Payrix

Learn how to access and manage your recorded Payments in LMN.

In this article:

Payments Tab Overview

Export to Quickbooks

Payments Page Breakdown

🎥 Video: Payments List

 

Payments Tab Overview

Navigate to Invoices > Payments

This is where you will find any payments you have accepted, whether that be an online payment from LMN Pay, or a manual payment you have entered yourself from a check or cash you received from your customer. 

Utilize the filters at the top to search for payments by name, date range, status or payment method. For a more in-depth breakdown of the filters and each column on this page, see the Payments Page Breakdown section below.

💡Tip: To add a manual payment to an invoice directly from this screen, click + New. See the Add a Manual Payment to an Invoice article for more.

 

Export to QuickBooks

To export any of your manual or online payments to QuickBooks,

  1. Check the box next to any new Pending payment(s)
  2. Click the Update Status button, from the dropdown select Export to QB. 
    ✔ This will send any selected payments over to the LMN QuickBooks Sync Tool and switch the status in LMN to Queued . 
    ✔ Once payments are successfully sent to QuickBooks, the status in LMN will switch to Exported to QB.

⚠️ Note: Invoices must be sent to QuickBooks before you can send over a payment through our Sync tool.
💡Follow either link to see more information on Exporting Payments to QuickBooks Online and QuickBooks Desktop

 

Payments Page Breakdown

Search & Filter 

  • Search for a specific payment by searching the customer name or the job name.
  • Search for a payment in a specific time frame by selecting From and To dates from the calendar.
  • Search by Status Type using the Status dropdown (Pending, Approved, Queued, etc.)
  • Search Payment Method dropdown to search by payment method (cash, check, ACH, etc.)
Payment # This will represent either a transaction number from an online payment from credit card or ACH or a payment number that was entered manually (e.g. a check)
Payment Date You can easily see the date the payment came in or was received.
Job name & Address / Customer Name General information about the Job, its location and the customer's name.
Payment Total Total amount paid by the customer?
Payment Status

The payment status is specifically referring to whether the payment has been exported to QuickBooks or not.

Pending  A new payment that has yet to be Exported to QuickBooks
Queued The payment has been Exported to QuickBooks and is now sitting in the LMN QuickBooks Sync Tool
Exported to QB The payment has successfully been sent to QuickBooks
Type

The Type column will show you if this was a payment, a voided payment, or a refund.

For ACH specific payments, the Type will show up as pending payment until fully settled, one settled, the Type will switch to Payment.
⚠️ In rare occasions, an ACH transaction can be Rejected. You will be notified through your processor that there was a rejected ACH transaction. You will need to delete the payment from your payments list and resend the invoice to your customer. For more help with rejected ACH transactions, please reach out to our support team.

Video: Payments List

To view a video tutorial about Payments List, click HERE

 

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

Signup for our Live Webinars or learn more about attending our in-person Bootcamps HERE

 

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