Search Payments

 
Search payments  allow users to quickly search for individual payments or all payments created in the sales trust module.
 

1. Select Transactions, Search Transactions and then Payments

 

 

 

2. Enter your Search Criteria and select Search : If you select search without any criteria entered, it will show all payments entered (most recent at the top).

 

- Payment Date

- Audit Ref.

- Payment No.

- Account Type

- Trust Account

- Fund

- Reason

- Status

- Payment method

 

 

3. Alternatively, begin typing the listing address or ID number into the Listing field and select the listing from the drop-down.

 

 

4. This will show you all payments entered against this listing. Select the Edit Disbursement to open the transaction record

 

 

5. Select Reprint to reprint a copy of the payment summary or Reverse to reverse the payment

 

*Note: If reverse is not displayed refer to Reversing Transations for further information 

 

 

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