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How To Search For Payments Received From Clients

To search for payments received, follow the steps below:

  1. Log on to your ValueLink Appraisal Management System account.
  2. Click on Accounts at the top of the Dashboard to display the menu, and then on Accounts Receivable.
  3. Click on Search Payments.
  4. All payments will be displayed on the screen. You can refine this list by using the following filters:

    Keyword: by using any detail of the payment
    Client: for payments received by a particular client
    Payment Method: for payments received in Cash, Check, Credit Card or PayPal
    Payment Date: for payments received within a date range
    Payment Status: for payments that have been applied or not applied to invoices

    After selecting the appropriate filter(s), click on Apply Filter to show results.
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