Payments page
Incoming Payments and Settlements tabs in full detail, including the posting wizard and settlement states.
The Payments page has two tabs: Incoming Payments for tracking payments received from customers, and Settlements for batch reconciliation and GL posting.
Incoming Payments tab
Payment list
Each row represents one payment received from a customer:
| Column | Description |
|---|---|
| Payer | Customer company name and external account ID |
| Amount | Payment amount |
| Method | ACH or Card |
| Status | Pending, Settled, Frozen, Terminated, or Disputed |
| Date Initiated | When the customer submitted the payment |
Payments are listed with the most recent at the top.
Payment detail view
Click a payment row to see full details:
- Payment amount and method (with account or card identifier)
- Status with timestamps for each stage
- Invoices covered — Which invoices this payment was applied to, with amounts per invoice
- Credit adjustments — Credits included with this payment
- Debit adjustments — Debits included with this payment
Payment review actions
From the payment detail, you can update the status:
| Action | Result |
|---|---|
| Freeze | Sets status to Frozen. Flags the payment for review and prevents it from progressing to settlement. |
| Terminate | Sets status to Terminated. Rejects the payment. |
Filters
| Filter | Options |
|---|---|
| Status | Pending, Settled, Frozen, Terminated, Disputed |
| Date Range | Start and end date for payment initiation |
| Amount Range | Minimum and maximum payment amount |
| Payer | Search by customer name or account ID |
Filters persist across navigation.
Statistics chart
A chart below the filters shows daily payment volume, aggregating incoming payments by day. Useful for spotting trends in payment activity.
Export
Click CSV Export to download the current filtered view.
Settlements tab
Settlement list
Each row represents a settlement batch, a group of related payments ready for GL posting:
| Column | Description |
|---|---|
| Settlement ID | Unique identifier |
| Created Date | When the settlement was created |
| Payment Count | Number of payments in this batch |
| Posting Status | Shows posted or unposted state for invoices, credits, and debits separately |
| Resolved | Whether the settlement has been marked as reconciled |
Settlement detail view
Click a settlement row to see:
- Payments included — All payments in this batch.
- Posting status — Tracked separately for three categories:
- Invoices — Posted timestamp (or unposted)
- Credit Adjustments — Posted timestamp (or unposted)
- Debit Adjustments — Posted timestamp (or unposted)
- Resolved status — Whether this settlement is reconciled.
Settlement actions
| Action | Description |
|---|---|
| Post (Auto) | Post directly to the Spruce GL via integration. Opens a posting wizard that shows progress. Available only for ECI Spruce-integrated dealers. |
| Post (Manual) | Generate a CSV posting file for download. Use when posting to ERP manually. |
| Update Posted Timestamps | Manually set posted timestamps for invoices, credits, or debits after a manual posting. |
| Resolve | Mark the settlement as reconciled. Sets the resolved timestamp. |
| Download Summary CSV | Export a CSV of all payments in the settlement. |
Posting wizard (auto-post)
The auto-post wizard walks through three steps:
- Confirmation — Validates that the dealership has ECI Spruce integration.
- Posting — Shows progress as invoices and adjustments post to the GL.
- Completion — Confirms posting and sets timestamps.
Settlement states
A settlement's overall state is determined by its posting and resolution timestamps:
| State | Meaning |
|---|---|
| Unposted | No categories have been posted to the GL yet |
| Partially Posted | Some categories (invoices, credits, or debits) are posted but not all |
| Fully Posted | All categories have posted timestamps |
| Resolved | Settlement has been marked as reconciled (resolved timestamp set) |