Browse Payments

Selecting the Browse Payments command will display a list of all client payment records.

Review the documentation on Using Lists for very helpful tips on how to use a list efficiently.

The column headings in the Payment List display information from the Payment form. Each column heading is the actual name of the field on the Payment form. If you change the field label on the form, the next time you view a record list you will see that the field label change has applied to the list column heading as well. The default columns listed are Date, Client,Amount, and Description.

By default the list will display in date order from oldest to newest Date. The active column the Date column. By immediately typing a Client Payment Date, Collect! will scroll to the client payment that is the closest match.

You can quickly navigate to specific client payments using this list.

If there is a current search on payments, then the list will only contain the results of the search. Also if you have selected and tagged a number of the client payment records, then selected the choice to view tags, only the tagged payments will show in this list. Clearing the tags and also clearing the Search Criteria will restore the complete set so that all client payments are displayed in the list.

See Also

- How To Start Using Collect!