---
title: "Payments Tab Reference"
slug: "payments-screen-reference"
updated: 2026-08-10T14:18:11Z
published: 2026-08-10T14:18:11Z
canonical: "guide.youraspire.com/payments-screen-reference"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments Tab Reference

The Payments tab lets you create and manage customer payments and credit memos. You can also create deposits for a selected list of payments. This reference covers the Payments tab and its key fields, icons, and status values.

To access the Payments tab, go to the Invoicing module in the navigation bar, then select **Payments**.

### Things to know

- The Payments tab displays both payments and credit memos.
- Electronic payments are payments processed through Aspire's payment processor, such as EFT, credit card, or debit card. Cash and check payments don't have an electronic payment status.
- Electronic payments with a status of **Pending** or **Error** are color-coded on the screen for quick identification.
- Selecting a row opens different screens depending on the payment type. Learn more in the [*Row selection behavior*](/user-guide/docs/payments-screen-reference#row-selection-behavior) section.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1664992329439.png?sv=2026-02-06&spr=https&st=2026-10-27T08%3A28%3A04Z&se=2026-10-27T09%3A28%3A04Z&sr=c&sp=r&sig=mkp7CDgvSptmfxOfLql44OOHROiOFzmg1UD%2FZA4Nawk%3D)

## Reference table

| Field / Item | Description | Behavior / Notes |
| --- | --- | --- |
| **New** dropdown | Displays a menu with two options: **New Payment** opens the [Payment screen](https://guide.youraspire.com/docs/viewing-the-payment-screen); **New Credit Memo** opens the [Credit Memo screen](https://guide.youraspire.com/docs/credit-memos). | Hover over the dropdown to display the menu. |
| **Bulk Actions** dropdown | Displays a menu with the **Create Deposit** option. Creates a deposit in Aspire from all payments with a selected checkbox. | When you select this option, Aspire displays the [Deposit screen](https://guide.youraspire.com/deposit-screen) listing the selected payments. |
| **Electronic Payment Status** field | Displays the processing status of electronic payments. Possible values: **Success**, **Error**, **Pending**. | Available as a search filter on the Payments tab. Learn more in the Electronic payment status values section for details. |
| **Electronic Payment** | Displays a checkmark if the payment was processed electronically. | Available by adding the **Electronic Payment** display field in Advanced Search. |
| Color coding | Highlights electronic payments whose status is **Pending** or **Error**. | Applies automatically — no configuration needed. |

### Electronic payment status values

The **Electronic Payment Status** field can have one of the following values:

- **Success** — The electronic payment was successfully completed.
- **Error** — An error was encountered while processing the payment.  
Important: Electronic payments with an Error status are permanent records in Aspire and can't be deleted. Use the **Electronic Payment Status** filter to remove them from your list view.
- **Pending** — The payment hasn't been fully processed by the payment processing company yet. Payments typically remain in this state for only a few minutes.
- **N/A** — The payment wasn't processed electronically (for example, check or credit memo).

### Row selection behavior

Selecting a row in the Payments tab opens different screens depending on the payment type:

- For electronic payments with a status of **Pending** or **Error**, Aspire displays the Electronic Payment screen.
- For all other payments, Aspire displays the Payment screen.