- Applied: filters the payments based on the dates of when they were applied.
- Created: filters the payments based on the dates of when the billing entries were created.
Billing / Payments / Filters Default Filter
The system automatically defaults to the last two weeks of payments that were applied via Cash, Check, Credit Card, and Electronic payment types.
Group Amounts
filters by total dollar amount of grouped payment entriesGroups
filters by number of grouped payments not the payment totalsPayment Amounts
filters by single line dollar amount payment entriesBilling / Payments / Filters Payment Types
A filter option for users to select which payment types appear on the screen when looking at payment entries, such as Cash, Check, Bad Debt/Write-Off, Credit Card, Electronic, Refund/Credit Memo, Sales Adjustment, Invoice Activity. This option allows for multi-select.