Viewing payments

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To view the payments list, select 'Payment' in the right menu on the Accounts section. You can access this section by clicking the Accounts tile on the Start Page.

By default, the central listing pane will show all incoming payments made in the last week. You can change this date range using the date range filters on the left:

You can also filter the payments list for matched or unmatched payments, as well as by account, site or location. After selecting the new filter, click 'Refresh' to apply it.


Here is an example of a payments list:


Clicking on these rows will show the details of the payment, such as when and where it was taken and which invoices it is matched to.