Find Payment

 Home tab > Find

•    Click on the ‘Find’ drop-down arrow and select ‘Find Payments’ to quickly find Payment information.

•    Use Filter boxes for sorting payments or click on any column heading to sort by selected column.

•    Click on ‘Modify’ button to open the Payment information in the Payment Modification screen.

•    Click the ‘Disburse’ button to disburse the payment.  NOTE: The ‘Disburse’ button will only be enabled if there is a remaining balance.

•    It is possible to delete payments in bulk from the find payment screen by right clicking a group of payments

Other Actions

Right clicking item(s) in the list will pop up a menu allowing you to select one of the following actions:

•    Change Payer Name – Allows you to change the name of the payer associated with the payment.

•    Disburse Payment – This item is only enabled if the payment has not been fully disbursed.  This will open Payment Entry window with the payment selected allowing you to disburse the remaining balance.

•    Modify Payment – Use this item to edit the payment details such as the date, dollar amount, reference, etc.