Quickly track down any transaction in your payments portal by using powerful search and filter tools. Here’s how to locate the payment you need by date and customer name.
Step 1: Log in and click Transactions on the left sidebar.
Step 2: Click Payments to see your payment records.
Step 3: Select the relevant date range when you think the payment was received.
Step 4: Click Apply to filter transactions by the chosen date.
Step 5: Click More to open additional search options.
Step 6: Enter the customer’s last name in the provided field.
Step 7: Review the list of transactions matching the name.
Step 8: Click any transaction to view detailed payment information.
This process makes it easy to locate any payment, ensuring you always have the info you need at your fingertips.