Fresh out of the feature oven is the ability to search for a payment. It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search
Getting Started
There's not much to this one, but simply navigate to the Invoices page. From there click Actions > Search Payments. From there you'll be able to search and filter by payment method, salesperson, or invoice status.
Did you know: you can see a breakdown of your payments received each month from the invoices screen by clicking the "Payments Received" button above the graph.
If you have any questions searching for a payment, please let us know!
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