Click on the Payments Tab which can be found in the Accounting Center section of the Invoicing screen. The payments list contains all of the payments created, sorted by the most recent payments at the top. You, or any other administrator, can adjust performance settings to reduce the number of payments that appear in the list. Additionally, an administrator can choose to block loading until a load button is clicked. If you see a load button appear, simply click it to view the invoices.
A load button appearing on any screen means an administrator chose to block this screen from pre-loading data. This is a performance setting intended to enhance the overall speed of this screen.
Filter Button on the Accounting Center Toolbar:
filter Filter Form:
Keep in mind that the filter button will display a different filter form (with different options) depending on which accounting center tab is currently selected (bill batches, quotes, invoices, or payments).
There are a variety ways you can filter the payment. You can filter on a particular client code, payment date, or check number. If you want to track it down by size, you can filter a variety of ways on payment amount. You can also filter based on the invoices to which the payment was applied. In this regard you can filter on invoice date, invoice number, and even the billing batch id from which the invoice was produced. Keep in mind that if you have exceeded the max number of records enabled for display, as set by you or another administrator in performance settings, you will need the filter to seek out older records.
Below is a detailed list of all the filtering options.
Client Code: Type in any part of the client code.
Payment Method: Choose between ach deposit, cash, cc, check, or credit.
Payment Date: The payment date is a range option that allows you to enter a beginning date, an ending date, or both a beginning and end date. If you only enter a beginning date, it will show payments beginning from that date, without limiting the end date. If you only put in an end date, it will show payments up until that date without limiting the beginning date.
Check #: Type in any part of the check number. Keep in mind that check # is an alphanumeric field that can have numbers and letters. If you type "20" into this field, you would potentially see checks numbers "20", "200", "320a", etc.
Notes: Type in any part of a note.
Invoice Date: The invoice date is a range option that allows you to enter a beginning date, an ending date, or both a beginning and end date. If you only enter a beginning date, it will show payments applied to invoices beginning from that date, without limiting the end date. If you only put in an end date, it will show payments applied to invoices up until that date without limiting the beginning date.
Amount: The amount option allows you to enter a range of amounts, or an exact amount. First select the type of range in the drop-down box provided. You can choose equals, is greater than, is less than, or is between. Another text box will appear if you choose the is between option. Enter the desired amount (or amounts if you chose in between).
Invoice # paid: Type in any part of the invoice number. Keep in mind that invoice # is an alphanumeric field that can have numbers and letters. If you type "80034" into this field, you would potentially see invoice numbers "8003400", "inv0080034", "80034a", etc.
billing id: Use this option if you know the bill batch id of the invoice to which the payment was applied.