Payment & Credits

Introduction

This article shows you how to find and review payments. You also learn how to use filters to narrow the search of payments.

1 Opening the Payments page

The first step is to locate the Payments page.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Payments. The Payments page displays.

2 Understanding the Payments page

The Payments page has two parts.

• The top of the page has Search Filters.
• The bottom of the page lists payment records.

3 Entering a date range

You can search for payments using the Payment Date tool. Payment Date means a period of time with a start date and an end date. If you are searching for one particular payment and are unsure about the date, select a wide range.

1. Click the Payment Date box. A calendar displays.
2. Select a preset time period from the left menu.
3. To create a custom range, click the start date and end date of your search period.
4. To search payments for one date, double-click one day on the calendar.
5. Click Search. Search results display below the search filter.
6. To search again with different filters, click Reset.

4 Using other search filters

You can narrow the payment search using other filters.

1. Click a box and then enter the search data.
2. For Payment Type, click the box and a drop-down menu displays.
3. Select an option (e.g. cash, cheque, credit card, etc.) from the menu.
4. Click Search. Search results display below the search tool.
5. To search again with different filters, click Reset.

5 Viewing the payment list

Records that match your search filters display at the bottom of the Payments page.

1. To sort the list, click the Up-Down arrows beside a data field name.
2. To download an Excel file of payments, click CSV.
3. To download a PDF file of payments, click PDF.
4. To print the payments list, click Print.

6 Viewing detailed information

From the Payment List page, you can access more detailed information.

1. Click Sales ID to open the Sales Invoice.
2. Click an Invoice Number to open the Job Card page. This is where you’ll find detailed payment and balance information.
3. Click Client to open the Client Card. You can view and edit contact information.