How To Search By Payment Identifier/Check Number
Index
- Sections
- In Auto Post Payments
- In Manual Post Payments
- In the Payment Report
How To Search By Payment Identifier/Check Number
In Auto Post Payments
1. Select the Auto Post Payments tab.
2. Show Matched is automatically checked when you first access Auto Post Payments. If you do not see the results you expect, you can expand your search to include Unmatched Payments.
3. Check the box to Show Payers. This will populate the check number as well as the name of the payer, check date and total paid.
4. Enter the Payment Identifier (Also known as Check Number)
5. Click 'Search' to populate results.
Your results will be displayed as below.
In Manual Post Payments
If you have applied a portion of a large payment and want to return to apply the rest of the payment, you can search for the payment in Manual Post Payments.
1. Select the Manual Post Payments tab.
2. Enter the Check Number (Also known as Payment Identifier)
3. Click on the magnifying glass button to search.
Available Payments will populate in a new window. Hovering over the payment you would like to use will cause it to be highlighted. Click on the payment to populate the details.
The details regarding the Payment Identifier will populate to allow you to post the remainder of the payment.
1. Payment information from the original entry, indicating the Type, Payment Date, Source, Payer and Check Number.
2. Full Amount of the check and Posted amount.
3. Unposted and unapplied amount.
You can then search for services to apply the payment to and apply as usual.
In the Payment Report
1. Select the Reports tab.
2. Select the Payment Report.
3. Enter the Payment ID/Check No filter.
4. Set a range of dates to search for payments.
5. Click on Detail or Summary to populate the report.
Summary view:
Detail View:
Common Questions
Problem: How To Search By Payment Identifier/Check Number.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
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