Viewing Payment List

This feature allows you to access all the payment transactions made by your clients, displaying client information and payment details.

How to view a payment list?

  1. Click on “Sales” from the main menu.
  2. Click on “Client Payments”.
  3. Select the checkbox at the top of the page to select the entire payment list and choose from the following options:
    • All (Current Page): Select all payments on the current page.
    • All Filtered (All Pages): Select all payments on all pages.
  4. View the “Actions” list to apply various quick actions to the selected payment list.
    • Delete Deletes all selected payments from the list.
  5. You can navigate between pages of the payment list by clicking the (<) and (>) buttons.
  6. You can search within the list using “Invoice Number” and “Client Name”.
  7. Click on the “Advanced Search” button to display more filtering options.