Searching for a transaction by payment

In addition to searching by invoices, you can search for a transaction by payment.

  1. In the Data Entry main window click View and then select Find Transactions to open the Find Transactions window.
  2. Click the Search Payments tab.
  3. Search by the payment #, the amount, the payment method or the last four digits of the credit card number.
  • Note that payments are shown listed by each individual item on the invoice. This means that the same payment can appear in multiple rows.
  • Click the Search Payments button.
  • Click Close to finish.

    Related Links
    Searching for a transaction by invoice

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