A listing of all payments made toward the customer's account can be viewed from the Payments menu. This includes both Regular Invoice payments and Prepay applied towards the account. Discounts taken (if applicable) are indicated on the far right of the payment line.
Use the Search field to search by Payment #, Reference #, or payment Type (Regular, Prepay, or Budget). Using the Search field filters the data down by matching results.
Filter the data further by using the Date Range filters to display results for payments with a payment date within the selected date range. The Date Range filter can be utilized in conjunction with the Search feature.
Select the Calendar icon on the filter and choose a date from the calendar that displays. Or, select in the Date Range fields and key in the desired start and end dates. Choose Apply Filters when finished.
The filters selected display below the Filters button.
