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Advanced Search Options in Payments

Below, you will find a list of our top Payments Advanced Search options. These are commonly used by organizations, but are not the only ones there! Feel free to explore additional options in the Advanced Search area, dependent on your needs.AdvSearchPay1.jpg

Payment Type: This drop down contains all of the Payment Types that were set up when Customizing your Picklists. This is great for viewing all Payments of a particular type, and is even used when Reconciling Statements.

Date: The Date Range searches on all Payments made within a particular range. Great for seeing a particular time frame of activity.

Payment is a Refund: This checkbox will show all of the Refunds that were made directly within the software. Perfect for a high level glance at when Refunds were done.

 


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