Payments List Search

You can view all payments, search, and/or filter payments from the Payments list page.

Go to the Payments list page by clicking on "Payments" link in left navigation bar.
In the search bar, you can enter the payment number, client number or name, payer name, payment description, or payment reference to search payments
- Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the payments list by:
- Client
- Matter with Unallocated Payment
- Matters with Payment Applied
- Payer
- Payment Method
- Invoice
- Charge
Click the "All Filters" button to filter by more filter options.

You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on the Payments List Page

If you have any questions, please let us know!