To search for payments received, follow the steps below:
- Log on to your ValueLink Appraisal Management System account.
- Click on Accounts at the top of the Dashboard to display the menu, and then on Accounts Receivable.
- Click on Search Payments.
- 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.