Use Search Payments to see the payments recorded for a company, open one payment, and keep the company filter the next time you open the page.
Open Search Payments
In EVO, the payment history for a company is the payment ledger.
1. Open Accounting.
2. Click Search Payments.
The page heading is Payments.
Show One Company's Payments
1. Open the filter on the Company column.
2. Select the company.
3. Click Apply.
4. Click the Date/Time column header to change the sort order.
Checking a company does not change the list until you click Apply.
The Company filter, and the columns you choose in Search Settings, stay for your login on this business. They are still there after you sign out and sign back in. Search Payments does not replace the Dashboard as the first screen after you sign in. Open Accounting, then Search Payments, to return to the saved filter.
Open One Payment
1. Click the payment row.
Payment Details opens on the same page.
Note:
The Company name and the order or invoice in the Application column are links. Clicking those leaves Search Payments and opens that record. Click the row, not those links, to stay on the payment.
If the Navigation Path shows Dashboard, clicking Dashboard in that path returns you to the Dashboard.