You can refine the contents of this list by using the interactive filter controls below the main button bar. You can use the 'Period' selector 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.New
Click this button to create a new payment.Delete
To delete payments, select the payments(s) you wish to remove from the list, and click this button.Edit
Click this button to edit the currently selected payment. This only applies to one payment at a time.Refund
Click this button to apply a refund on the selected payment.Preview
Click this button to see how the payment will appear when printed, saved as a PDF document, or emailed to a customer.Print
Click this button to print the currently selected payment(s).Email
Use this button to send one or more selected payment(s) as a PDF document to a recipient via email. You will asked to provide an email address.Fax
Use this button to send one or more selected payment(s) to a recipient via fax. You will asked to provide a fax number.Save
Click this button to save the currently selected payment(s) as a PDF file on your computer.Charge Credit Card
Click this if you want to charge the customer by the credit card. You must have set the payment account (Credit card gateway) in Options on the Payments tab, as well as entered the customer's custom credit card information in the listing.Find Payment
Use this dialog box to search for a desired Payment in the list. You can search by Date, Payment id number or Customer.Find Next Payment
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.