Viewing the Payment Screen
In this tutorial you will see how to filter, search and view payments.
Squeegee Team
9 steps
46 seconds
Sqg
1
Click into 'Payments'.
2
You can filter the list by clicking the filter icon in the top left corner.
3
You will then have the option to Sort by: - Date newest - oldest - Date oldest - newest
4
You can filter by ***Status***: - Paid - Pending Payment
5
Finally, you can filter by ***Date-Range***: - Today - This Week - This Month - This Quarter - Or select a customer From and To date-range
6
Once you have chosen all the filters you want to, click 'Apply'. If you ever need to revert back to the original, you can click the filter icon again, but click 'Reset' instead.
7
You can also search for specific payment methods or customers, for example, by clicking the search icon in the top right corner.
8
Finally, you can click into the payment to see all the details connected with it - you can also cancel it from here if an error was made.
9
And you can click the top right three dots for more actions including: - Allocate/Unallocate from Invoices - Select Account - Void Transaction
Viewing the Payment Screen
In this tutorial you will see how to filter, search and view payments.
Squeegee Team
9 steps
46 seconds
Sqg
1
Click into 'Payments'.
2
You can filter the list by clicking the filter icon in the top left corner.
3
You will then have the option to Sort by: - Date newest - oldest - Date oldest - newest
4
You can filter by ***Status***: - Paid - Pending Payment
5
Finally, you can filter by ***Date-Range***: - Today - This Week - This Month - This Quarter - Or select a customer From and To date-range
6
Once you have chosen all the filters you want to, click 'Apply'. If you ever need to revert back to the original, you can click the filter icon again, but click 'Reset' instead.
7
You can also search for specific payment methods or customers, for example, by clicking the search icon in the top right corner.
8
Finally, you can click into the payment to see all the details connected with it - you can also cancel it from here if an error was made.
9
And you can click the top right three dots for more actions including: - Allocate/Unallocate from Invoices - Select Account - Void Transaction
