Payments

To narrow the list to only payments with specific criteria, such as amount or payment method, select Filter. Select the criteria of payments to work with and then select Apply filters. For more information, see Payment Filters.

To change the columns that display in the list, select Columns, what to include, and select Apply changes. You can also reorder them by dragging and dropping the headers.

To export the list of payments to an Excel file, select Export.

To find a specific payment, search by payment number or amount.

To edit a payment, select Edit from the row's menu. For more details, see Edit payment.

To generate and print a payment receipt, select one or more payments, then select Generate receipts at the bottom of the list. You can then choose to generate or preview the receipt.

Tip: The Generate receipts button displays the total number of receipts you're going to generate for payments.

After the receipt displays, you can download it to email to the client or you can print it to mail a hard copy.

Note: You can edit some default info for the receipt, such as your organization's address, from Treasury, Settings. For more details, see Format receipt.