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Applied Transactions

  1. View Payments that have been fully applied (marked Applied under Status ) by clicking on the ID number.

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  2. Select Lockbox Invoices to view all the paid invoices for this transaction.

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Important note: We recommend you refrain from using the Edit hyperlink for viewing records unless explicitly instructed to do so. It’s a much better practice to click on View or an “ID” hyperlink. This prevents an accidental edit and saves the step of cancelling out of the edit.