---
id: SCR-ACC-TRX-015
title: Payment record
route: '/console/{tenantId}/accounting/payments/{paymentId}'
surface: console
product_area: accounting
module: transactions
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
purpose: >-
  Inspect receipt value and subsequent use and perform eligible allocation,
  return or correction work.
supports:
  - JNY-ACC-TRX-002
  - JNY-ACC-TRX-003
  - JNY-ACC-TRX-004
  - CAP-ACC-TRX-006
  - CAP-ACC-TRX-007
  - CAP-ACC-TRX-008
  - CAP-ACC-TRX-011
  - CAP-ACC-TRX-012
  - CAP-ACC-TRX-013
  - CAP-ACC-TRX-015
permission: accounting.payments.read; each action its own authority
entry_from:
  - The shared financial explorer
  - '/console/{tenantId}/accounting/invoices/{invoiceId}'
  - '/console/{tenantId}/accounting/settlements/{settlementId}'
exits_to:
  - '/console/{tenantId}/accounting/invoices/{invoiceId}'
  - '/console/{tenantId}/accounting/credits/{creditId}'
  - '/console/{tenantId}/accounting/refunds/{refundId}'
  - '/console/{tenantId}/accounting/settlements/{settlementId}'
displays:
  - field: >-
      Receipt and movement amounts, collection method, provider references,
      accounting date and clearing date.
    source: getPayment (DOM-ACC-TRX-003)
  - field: 'Allocation, return, reversal and dispute records.'
    source: getPayment; listRefunds; listPaymentReversals; listPaymentDisputes
  - field: Credit applications associated with its settlement.
    source: getSettlement
actions:
  - label: Allocate
    operation_id: allocatePayment
    permission: accounting.payments.update
    confirm: false
  - label: Reallocate
    operation_id: reallocatePayment
    permission: accounting.payments.update
    confirm: true
  - label: Issue Credit
    operation_id: createCredit
    permission: accounting.credits.create
    confirm: false
  - label: Refund
    operation_id: requestRefund (with execute when paying at once)
    permission: accounting.refunds.create (+ accounting.refunds.execute)
    confirm: true
  - label: Edit Details
    operation_id: updatePaymentDetails
    permission: accounting.payments.update
    confirm: false
  - label: Record Reversal
    operation_id: reversePayment
    permission: accounting.payments.reverse
    confirm: true
  - label: Record bounced check
    operation_id: reversePayment
    permission: accounting.payments.reverse
    confirm: true
  - label: Void
    operation_id: voidPayment
    permission: accounting.payments.void
    confirm: true
  - label: Open Dispute
    operation_id: openDispute
    permission: accounting.disputes.create
    confirm: false
  - label: Close dispute
    operation_id: closeDispute
    permission: accounting.disputes.update
    confirm: true
  - label: Reassign batch
    operation_id: reassignPaymentBatch
    permission: accounting.payments.update
    confirm: true
states:
  - loading
  - error
  - read-only
  - inactive
validation:
  - BR-CAP-ACC-TRX-008-04
  - BR-CAP-ACC-TRX-012-01
  - BR-CAP-ACC-TRX-013-02
  - BR-CAP-ACC-TRX-013-05
  - BR-CAP-ACC-TRX-015-08
patterns:
  - Full PageLayout
  - Transaction header and status badge
  - LifecycleActionMenu
  - 'Overview, Related and Activity tabs'
  - Action-specific confirmation dialogs
  - Currency-aware money formatting
  - Allocation and reallocation dialogs
  - Refund dialog
  - Receipt-reversal dialog
  - Dispute dialogs
component: components/accounting/payments/payment-detail-screen.tsx (PaymentDetailScreen)
evidence:
  - >-
    react-console at baf6dae3:
    components/accounting/payments/payment-detail-screen.tsx and its dialogs;
    lib/accounting/transactions/http/http-service.ts (payment workflows),
    payments.ts, refunds.ts.
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-CRY-001, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-VEN-001, TC-VEN-002, TC-VEN-003, TC-PRV-001, TC-PRV-002]
---
# Payment record

## What the Screen Is For

Inspect receipt value and subsequent use and perform eligible allocation, return or correction work.

## What It Shows and Lets People Do

The record combines service lifecycle work with allocation, credit, refund, detail and dispute dialogs. Method behavior governs bounced-check availability; payer editing and display are absent.

## States and Errors

Returned or cancelled receipts have no ordinary money-use work. Human resolution of an uncertain charge is reached from attention rather than this record.

## Patterns It Must Respect

The frontmatter names the components and layout actually used. Confirmation behavior is action-specific, including inline review and direct submission where implemented. The contract records the current console behavior without declaring an approved visual baseline.