V3 Payments Screen – Overview

You can find the Payments List by going to Accounting > Payments. If it is your first time on this screen, it will look like this:

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Filters are critical to using this screen. To get started quickly, select one of the pre-built filters by clicking the button in the center of the page or All Saved Filters at the left to view a list of Common filters:

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Once you've selected a filter, the screen will look something like this:

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The filter selection remains at the left side and now includes the filter you are currently viewing. Every time you return to this screen you will see the last filter you had applied. At the top right you can click Add Payment to add a new Payment or click Edit Table to manage which columns you see in the table and the order in which they appear. You can also move columns in the table by hovering at the left to reveal the double-dotted line:

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Click and drag on the double-line to re-position the column. You can also click on the double-arrows on the right side of the column to sort the column in ascending or descending order. 

Any of the blue text is a clickable link. Click on a payment date to open the payment itself. Click on an account name to open the Account. 

To reveal more actions, check the box next to one or more Payments to change the menu on the left:

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From here you have the option to export Payments to an Excel file or delete the Payment(s). Please note that you will not be able to delete any credit card Payments with your current processor. 

 

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