Payments List Search
You can view all payments, search, and/or filter payments from the Payments list page.
Go to the Payments list page by clicking on "Payments" link in left navigation bar.
In the search bar, you can enter the payment number, client number or name, payer name, payment description, or payment reference to search payments
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the payments list by:
Client
Matter with Unallocated Payment
Matters with Payment Applied
Payer
Payment Method
Invoice
Charge
Click the "All Filters" button to filter by more filter options.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on the Payments List Page
If you have any questions, please let us know!