EventPro User Manual

Finding a Payment

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Finding a Payment

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Finding a Payment

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1.Click on the Finance tab and select the Payments sub-tab.
2.To sort the list so that a payment is easier to find, click on a heading (e.g. Receipt #, Company, Contact Name, etc.). The list will be sorted according to that heading.
3.To search for a payment, click on the heading under which you want to search and type your search term in the Search field.  For example, if you want to search for a payment from a specific contact, click on the Contact heading and begin typing the contact's name in the Search field.  The red arrow in the left column will move to highlight the first payment that matches the search.

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4.To filter the payments so that a specific payment is easier to find, click the Filter button to the right of the selection grid. The Filter Criteria window appears. To review the general principles of filtering records, review Overview: Common Functions, Setting a Filter.

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