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. Enter any combination of search criteria: payment number, amount, payment method, or last four digits of the credit card number.
  4. Click Search Payments.
  5. Select a payment to review.
  6. Click Close to finish.

Note: Payments are listed by individual line item, so the same payment may appear in multiple rows.

 

Related Links
Searching for a transaction by invoice

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