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Search for a Payment

This article details how you can search for a payment

Noel Collings avatar
Written by Noel Collings
Updated over 2 weeks ago

Overview

There are multiple ways to search for a Payment, depending on what your starting point is.


Searching via the Payments Screen

The Payments screen accessed via Modules>Payments.

In this screen you can use the filters to display any payments that match the criteria.

Note: Although it is not a separate field, you can search by the Payment IDD by entering it into the "Free Text" field


Find the Payment linked to a Job

If you are trying to find the payment linked to a specific job you find this by going to the Outstanding Tickets screen.

  1. On the screen use the filters at the top to locate the job.

  2. Right-Click on the job

  3. Hover on Payments and select "View Payments"

The payment will open in a new window and will display the payment linked to that specific job.

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