Payment Receipt

Payment Receipt Details

• Type of Payment (type_of_payment_section): The section dedicated to specifying the type of payment. [Section Break]

• Payment Type (payment_type): The category of payment such as Receive, Pay, or Internal Transfer. [Select]

• Mode of Payment (mode_of_payment): The method through which payment was made. [Link]

• Payment Method (payment_method): The instrument used for payment, like credit card or bank transfer. [Link]

• Posting Date (date): The date the payment was posted. [Date]

• Payment From / To (section_break_1yfo): Section indicating the source or destination of the payment. [Section Break]

• Client (client): The name of the client from or to whom the payment was made. [Data]

• Email (email): The email address associated with the payment transaction. [Data]

• Insured (insured): The insured entity related to the payment. [Link]

• Policy (policy): The specific policy to which the payment applies. [Link]

• Amount (amount_section): Section for the amount of the payment. [Section Break]

• Amount (amount): The currency amount of the payment. [Currency]

• Charge Fee (charge_fee): Any additional fees charged as part of the transaction. [Currency]

• Transaction ID Section (transaction_id_section): Section dedicated to the transaction ID. [Section Break]

• Transaction ID (transaction_id): The identifier for the transaction. [Data]

• Batch ID (batch_id): The batch ID if the payment was part of a batch process. [Data]

• Other Information (other_information_section): Any additional information relevant to the payment. [Section Break]

• Status (status): The status of the payment such as Received, Submitted, or Cancelled. [Select]

• Close Lead ID (close_lead_id): The identifier for a lead associated with the payment. [Data]

• Amended From (amended_from): Indicates if the payment receipt has been amended from a previous document. [Link]