Payment Search Knowledge Base

It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search and filter by customer, method, or status

Payment Search

Posted by Mark Hardin on 09/04/2018

Fresh out of the feature oven is the ability to search for a payment.  It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search

Getting Started

There's not much to this one, but simply navigate to the Invoices page.  From there click Actions > Search Payments.  From there you'll be able to search and filter by payment method, salesperson, or invoice status.

Did you know: you can see a breakdown of your payments received each month from the invoices screen by clicking the "Payments Received" button above the graph.

If you have any questions searching for a payment, please let us know!

Payment Search
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