When someone makes a payment on an invoice using the public invoice payment link, the payment is logged on the related invoice record.
VIEW THE PAYMENT
- Navigate to the appropriate invoice
- On the Invoice 360 page, click the Related Transactions tab
- From there, you can see payments made on the invoice. Click the related payment
- This will bring you to the Payment page. Here you can see information about the payer and the payment
Helpful hint: When someone pays for an invoice on behalf of someone else, the invoice recipient will appear in parentheses next to the invoice number
Note: Rhythm automatically creates CRM records for anyone that pays an invoice using the public payment link. This allows for transparent record-keeping and access to contact information whenever necessary.
If the payer’s domain matches the domain of an existing Organization in your database, they will automatically be associated with it.
Note: If someone with a portal account makes a payment using the public link, Rhythm will associate the payment with their existing record. We will not create a duplicate.