Understanding Payment Fields and Methods
This article documents the fields directly visible on a Payment Record and the payment modes directly visible in the product’s Payment mode selector.
Who this is for: Owners or staff who need to understand what each Payment Record field means.
Before you begin
Section titled “Before you begin”- An existing synthetic Payment Record.
Observed fields
Section titled “Observed fields”| Field | Notes |
|---|---|
| Payment # | Read-only Payment ID assigned by the system |
| Status | Status-driven (for example, Recorded, Void) |
| Amount | Entered at creation; read-only afterward in the surface reviewed |
| Received Date / Payment date | Entered at creation (defaults to current date/time); read-only afterward |
| Payment Mode | Selected from a fixed list; read-only afterward |
| Reference # | Optional; read-only afterward |
| Method details / Check # | Entered when the selected mode requires it (Check); read-only afterward |
| Customer | Selected at creation; linked and read-only afterward |
| Property | Inherited from the invoice’s linked property; read-only |
| Notes | Optional |
| Invoice Allocations | Invoice, Type, Due Date, Invoice Total, Allocated, Remaining Balance, Status — calculated; read-only |
| Void Reason / Voided At | Visible only on a Void Payment Record |
The product states that Payment allocations are the source of invoice balance changes.
Payment mode options visible on the Record payment form.
Amount received and related allocation controls on the Record payment form.
Observed fields on a saved Payment Record detail view.
Observed payment modes
Section titled “Observed payment modes”The Payment mode selector on the New payment form directly showed:
- Cash
- Check
- Zelle
- Venmo
- Card (manual)
- Other
Of these, Cash and Check were used to save a Payment Record in this capture (Cash on a pre-existing synthetic record; Check recorded during this capture, which revealed an additional Check number field).
Warnings and notes
Section titled “Warnings and notes”- Card (manual) is record-keeping only in this capture. No card processing was executed.
- Zelle, Venmo, Card (manual), and Other were seen as selectable but were not used to save a record in this capture (except where noted for Cash/Check).
- Card brand support, ACH support, gateway settlement, processor fees, payout timing, and tax/accounting treatment were not verified.
- Deterministic OperelliOS logic owns official payment field values and allocation balances. AI does not own these values.