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Find A Payment In ZenCase
Find A Payment In ZenCase

How To Find A Payment By Search Or Filtering In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

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!

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