Use this screen to manage your customer payments. A list of all the payments you have received in Express Accounts is displayed here. To open the Payments list, click the View menu and select Payments.

You can refine the contents of the Payments list by using the interactive filter controls below the main toolbar. Use the Period drop menu to filter the listed payments by date, and the Start and End date pickers can be used to fine tune the date period. The Customer selector can also be used to further restrict the payment selection to a specific customer.

Payment

Under the Payment menu you have the following actions with their short cut keys.

Charge Credit Card - Ctrl + C

This function uses the customer’s credit card on file to charge the amount specified in the payment record. Once the charge has gone through, a reference number is generated in the payment record.

Find Payment - Ctrl + F

Use this dialog box to search for a desired Payment in the list. You can search by Date, Payment number, or Customer.

Find Next Payment - F3

The commands Find Payment and Find Next Payment work together. The Option to use Find Next Payment appears after you use Find Payment. Find Next Payment Will find the next Payment with the same search criteria you entered in Find Payment.

When using Find Next Payment, after you have scrolled through all Payments with matching search criteria from Find Payment, A pop-up window will notify that "No more Payments matching '(SEARCH CRITERIA)' could be found."

Note: If you delete the search criteria from the text box in Find Payment and click OK, a pop-up window will notify "No matching '' could be found.". The Find Next Payment function will now be grayed out and unselectable. The Find Next Payment function will be available again after you use Find Payment.

New

Click the New button on the toolbar to enter a new customer payment.

Delete

To delete payments, select the payment(s) you wish to remove from the list, and click the Delete button on the toolbar.

Edit

Click the Edit button on the toolbar to edit the currently selected payment. You can only edit one payment at a time.

Refund

Click this button to apply a refund on the selected payment.

Preview

Click the Preview button on the toolbar to see how the currently selected payment will appear when printed, saved as a PDF document, or emailed to a customer.

Print

Click the Print button on the toolbar to print the currently selected payment(s).

Email

Click the Email button on the toolbar to send one or more selected payment(s) as a PDF document to a recipient via email. You will be asked to provide an email address. Your email settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Fax

Use the Fax button on the toolbar to send one or more selected payment(s) to a recipient via fax. You will be asked to provide a fax number. Your fax settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Save

Click the Save button on the toolbar to save the currently selected payment(s) as a PDF file on your computer.