Payment Entry by Route¶
Menu Location: Payments > Payment Entry by Route
Access Level: Requires PERMISSION_BILLING
Last Updated: 2026-07-23
Overview¶
Payment Entry by Route is built for entering a whole driver route's worth of checks at once, for example after a driver returns with a stack of paper checks collected on delivery. Pick a delivery week and a route, and every order on that route with a balance due lists out so you can enter each payment one at a time.
For a single customer instead, use Payment Entry.
Primary Features¶
- Week selector: choose from the last 16 delivery weeks (current week selected by default).
- Route selector: only routes that actually have orders in the selected week are listed.
- Route roster: every order on the route for that week, showing the customer, what's owed, an editable amount field, and a payment method picker.
- One-click Enter: each row records that single order's payment independently. It does not cascade to the customer's other open orders the way Payment Entry's search flow does, so a route payment always applies to just the order it's listed against.
- Paid indicator: once a row's payment is entered, it's marked "payment entered" and drops out of the editable list.
- Recent checks entered: the same live list and Modify/Undo actions as Payment Entry, since both pages share one underlying record of recent payments.
Common Use Cases¶
- A driver hands in a stack of checks after their route. Select the delivery week and the driver's route, then work down the roster entering each customer's check amount and method.
- A route has no orders with a balance due. The route won't appear in the Route dropdown at all: only routes with orders in the selected week are listed.
- You entered the wrong amount for someone on the route. Use Modify in the Recent checks entered list at the bottom of the page to correct it.
Troubleshooting¶
A route I expect to see isn't in the dropdown. Confirm the correct delivery week is selected first. Only routes with active orders (not cancelled) in that week appear.
A customer isn't in the roster even though they're on the route. Their order may have been cancelled, or it may belong to a different delivery week than the one selected.
Recent Updates¶
2026-07-23¶
Split out from Payment Entry into its own page so the by-route workflow (week and route pickers, per-order roster) doesn't share a page with the single-customer search flow. Gained the same Recent checks entered list, Modify, and Undo actions as Payment Entry.