Payments - Searching Payments


Step     Action

  1.       Select {Accounting} then select the Payments tab. 

   2.      The search criteria that can be used include:

 

Field

Action

Date


Select a preset date range from the Date field drop-down. Selecting {Custom Range} from the Date drop-down allows for a customized date range to be set using a pop-up calendar.

Customer Name
Enter in the full or partial Customer Name.
Deposit Code
Enter in the full or partial Deposit Code.
Type

Select applicable deposit Types from the drop-down menu.

Reference Number
Enter in the full or partial Reference Number.

Amount Range Slider

Select a preset amount range by adjusting the Amount Range Slider.


Amount Range 


The Amount Range will automatically adjust based on the selection made using the Amount Range Slider.


  3.        Once Search criteria has been entered, select {Search}.  To clear all search

           criteria, select {Clear}.