Customer Payment

A payment recorded against a customer and/or a specific order.

Compile note. The fields and statuses below are the expected shape of a payment record; exact names and the real status set marked ‹confirm› should be read from the live model.

Fields

Field Type Description
Id GUID Unique identifier.
Customer relation → Customer The account the payment belongs to. ‹confirm›
SalesOrder relation → Sales Order The order the payment is applied to, if any. ‹confirm›
Amount currency Payment amount. ‹confirm›
Method enum Payment method (e.g., card, check, terms). ‹confirm values›
Status enum Current payment state (see below). ‹confirm›
Date date Date recorded/processed. ‹confirm›
Reference text External reference (check no., transaction id). ‹confirm›
…additional fields ‹confirm› To be read from the live model.

Statuses

‹confirm the real status set›. Placeholder candidates:

Status Meaning
Pending Recorded but not yet cleared. ‹confirm›
Completed / Paid Successfully processed. ‹confirm›
Failed Processing failed. ‹confirm›
Refunded Reversed to the customer. ‹confirm›
Voided Cancelled before clearing. ‹confirm›

Relationships

Related entity Via Notes
Customer Customer Payment belongs to a customer.
Sales Order SalesOrder Applied to an order.