Finding a Payment

Finding a Payment

You can find a sale through the sales menu

Steps

1. Click on 'Sales Menu' and 'Find Payments' or from the main menu.
2. Type in your user password. Press enter.
3.  
4. Search for a payment
1. Type in the Job Number (if known) into the Job No. field, or
2. Type in the customer's last name (if known) or enter the first letter to find all customers beginning with that letter, or
3. Type in the customer's first name (if known) or enter the first letter to find all customers beginning with that letter or
4. Type in the remaining fields (optional).
5. To view payments for a particular date, click in the payment date field and type in the date.
6. To view all payments, leave each field blank 
7. click 'Search'.
8.  
5. Find another payment
• To find another payment or clear the fields on the screen, click 'Clear' and repeat the steps above.
•  
6. View Sales details
1. Click on the sale details to highlight it.
2. Click on 'View Sale'.
3.