By default, you will see a list sorted by Payment Date. The most recent Payment will be at the top of the list. Note: You can change the sort by clicking on the arrows next to the column header.
In the Filters section you can select as many filters as you like to update the list.
Select one day or a date range to filter the list down.
Processing Status Is
The dropdown options will show all the available statuses. You can select as many statuses as you like to show payments with those statuses.
Processing Status is Not
The dropdown options will show all the available statuses. You can select as many statuses as you like to show payments that do not have those statuses.
Open/Edit a Payment from Company List
You can view and edit payments right from here. Click on the row of any payment to view the full entry and make any changes.
View Customer Details
You can hover over the Customer's name to see the Customer preview. On this preview you can select See Customer Record to go directly to the Customer's record.