The Payments List View is the central table for every payment recorded in CrewVision. It gives you a clear, sortable, and filterable record of all incoming payments across your customers and invoices.
This view supports high volume Invoice &Payments management. It is built to handle thousands of payments while still letting you find, review, and act on any single record quickly.
Accessing the Payments List View
From the left-hand navigation menu, expand Finance and select Payments. The page loads the full payment list for your organization.
Interface Overview
The page presents payments in a comprehensive, sortable table. Key columns include:
Payment # - Unique payment identifier. Click the number to open the full payment record.
Invoice # - The invoice this payment is applied to.
Notes - Brief description of how the payment was processed (for example “Processed via…”).
Customer - The account the payment came from. Click the customer name to open their record.
Date - The date the payment was recorded.
Method - How the payment was received (Credit Card, Check, ACH, etc.).
Amount - The full amount of the payment.
Un-Allocated - Any portion of the payment that has not yet been applied to an invoice. A zero balance indicates the payment is fully allocated.
Additional Functions
A search bar at the top supports keyword lookup across payment numbers, invoice numbers, customers, and notes. The page uses the standard CrewVision stackable filter system. You can layer filters by date range, method, customer, and other criteria. Results are paginated and the number of rows shown per page can be adjusted.
The Export button in the top right lets you download the current filtered view.
At the bottom of the table a summary bar shows the total payment amount and total un-allocated amount for the payments currently displayed.
Working with Payments
Click on the Payment # to open the full payment details. From the list you can quickly identify payments that still have un-allocated amounts and need to be applied to open invoices.
The list view is designed for day-to-day financial oversight: tracking what has been received, how it was paid, and which amounts still need allocation.