Review Document Payment History and Linked Journals

Invoice row actions showing payment, linked journal, payment history, and void actions

Bill row actions for payment history and linked journal review

Review invoice and bill payment history from the source document, then use linked journal review to understand the posting trail.

When To Use This

Use this workflow when an invoice or bill balance changed and you need to trace whether the change came from a direct payment, a Banking match, or a linked journal action.

Steps

Open Invoices or Bills.
Find the document by number, party, date, status, total, or balance.
Use the row action menu when you need document-side review.
For invoices, the current action menu can show Print, Record Payment, Match Payment, View linked journal entries, View payment history, and Void invoice on eligible rows.
For bills, use the visible row actions for payment, matching, payment history, and linked journal review.
Use View payment history to review applications without editing the document.
Use View linked journal entries to inspect the accounting trail.
If a correction is required, use the supported payment, void, reversal, or posted-document edit workflow instead of deleting or rewriting the linked journal trail manually.

What Happens Next

You can explain why a receivable or payable balance changed and where to inspect the supporting accounting entry.

Viewing payment history or linked journal entries does not post to the ledger.
Recording or matching a payment can post a payment entry and update the document balance.
Reversing a payment-linked journal can deactivate the payment application and reopen the document balance where the source workflow supports that action.
Linked journals preserve audit history; corrections should use supported reversals or source-document actions.

If Something Looks Wrong

What You See	What To Check	What To Do Next
Two similar workflows or fields are easy to mix up	Treating payment history as an edit screen	Use the specific workflow or control named on this page
The result looks ready, but a key check is unresolved	Assuming bank-side matching and document-side payment review are the same workflow	Verify the visible SPRK state before continuing
The result does not match what you expected	Deleting a document or journal entry when the correct workflow is payment reversal, voiding, or posted-document correction	Review the visible state and use the related workflow before continuing
The result looks ready, but a key check is unresolved	Assuming every linked journal is editable or reversible from every entry point	Verify the visible SPRK state before continuing