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Account Receivable - How To Search For Payments Received From Clients

To search for payments received, follow the steps below: 

 

1. Click on Accounts at the top of the Dashboard to display the menu, and then on Accounts Receivable. 

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM Reports Accounts Admin apo Accounts Receivable Accounts Payable Commissions Payable Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span No orders were created during this time span 0 0 0 0 0 62

 

2. Click on Search Payments. 

Create Payment Search Payments Send Statements A/R STATS Sl 15478.65 TOTAL RECEIVABLES 8810.00 TOTAL UNUSED PAYMENTS @ 252 UNPAID ORDERS 719 PAID ORDERS A/R TRENDS A/R Trend for the Last 6 Months 100k 87,005 October 21 • Revenue: 21 ,030 • Payments Received: 6,900 00 October November TOP CLIENTS WITH UNPAID DUES Lender GMM-San Diego GMM - Houston TX - Westchase LenderX - Kairos Client GMM - Houston TX - Galleria Flagstar IJAT Client LoanDepot AppraisalPort UAT Client 34160 29,350 December 33,517 January Revenue 23,683 2774 Payments Received March Amount Due 9,410.00 9,627.00

 

3. All payments will be displayed on the screen. You can refine this list by using the following filters: 
 
i. Keyword: by using any detail of the payment 
ii. Client: for payments received by a particular client 
iii. Payment Method: payments received in Cash, Check, Credit Card, or PayPal 
iv. Payment Date: for payments received within a date range 
v. Payment Status: for payments that have been applied or not applied to invoices 

SEARCH PAYMENTS RECEIVED Keyword Payment Date From Hide Filter = Actions Client Payment Date To Payment Details Method: Credit Card Entered On: 2/16/2023 Entered By: oscar austin Method: Credit Card Entered 0m 2/8/2023 Entered By: ABC userl O Method: Credit Card Entered 0m 2/8/2023 Entered By: ABC userl O Method: Cash Entered On: 2/22023 Entered By: Angela VL Method: Check Entered On: 2/22023 Entered By: Angela VL Payment Method Reset Form Payment Status Show records per page Apply Filter Payment Date 2,'16/2023 2/8/2023 2/8/2023 2/22023 2/22023 25 Result: 353 item(s) found Ö Client GMM-San Diego GMM-San Diego GMM-San Diego ABCD Lender Homepoint AppraisalPort IJAT Client Transaction ID 60209587548 60209063053 60209063112 Notes Payment for Order Number 232-00025 Payment for Order Number 232-00025 Payment for Order Number 224-00039 Amount 499.00 300.00 200.00 1200.00 575.00 Unused 0.00 0.00 0.00 0.00 0.00 Details

 

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