Documentation | User Guide

Documentation | User Guide

Display payments

This part of the guide explains how to display payments.

This functionality applies to both List of Payments (507:2001) and List of Payments/Tax Type (507:2009) pages.

The following example demonstrates how to display payments from the List of Payments (507:2001) page. This procedure is standardized and applies also to the List of Payments/Tax Type page (507:2009).

Step 1 - Go to the page List of Payments

  1. Go to the Cashing module;
  2. Choose the Payments menu. This action opens the List of Payments page (507:2000);

Step 2 - Display payments

  1. Go to the Selection Criteria section;
  2. Fill out the required fields (identified by a red asterisk *). For example, From, To, etc.;
  3. Select a filter thanks to the radio buttons Payments done by;
  4. Click the Refresh button. This action refreshes the page and displays the list of payments in the lower section;
  5. Find the payment you want to display;
  6. Click the hyperlink of the Receipt No. subject to the request. This action opens the Payment page (507:2002).