The Payment Log Report will provide a list of payments that have been recorded.
Filters
The following filters at the top of the page can be used to search for particular payments.
- Customers
- Payment Types
- Date Range
- Payment Method
Once you select your search criteria, in the filters, click on the "Search" button to search or you can click on the "Search" button, without using the filters, to see all transactions.
The list will provide the Customer Name, Invoice ID, Value, Type of Payment, Notes and Date and Time of each transaction.
You can click on the Customer Name to go directly to the Customer Quick View or click on the Invoice ID to go directly to the Update Invoice page.
Reset
The Reset button will quickly remove any selected filters.
CSV Download
The "CSV Download" button provides the ability to export the list to spreadsheet format.
