The Payments window is where you can view, add, edit, copy and delete any payments in the finance module of Shepherd's Staff.
There are filters in this view to control which Book and bank account you're viewing payments for, as well as filters to see only specific status(es) of payments within your payments grid. You can also search for specific transactions using the standard search conventions.
- To access the Payments window, click on the "Activity" tab and then click "Payments". This view will default to show the last 24 months of payments in descending date order.
- You can select which book's transactions you'd like to view in the "Book" drop list. To filter to a specific Bank Account, select the bank or charge account you'd like to view in the "Account" drop list. To filter to show just a specific status or statuses of transactions, select the option you want in the "Filter" drop list.
- To add a new payment, click the "Add" button at the bottom of the window, and enter your payment in the box that appears.
- To edit a payment, find the payment you want to edit on the grid, and click on it so it is highlighted, and then click "Edit" at the bottom of the window.
- To copy a payment, find the payment you want to copy on the grid, click on it so it is highlighted, and then click "Copy" at the bottom of the window.
- To delete a payment, find the payment you want to delete on the grid, click on it so it is highlighted, and then click "Delete" at the bottom of the window.
- To create a recurrent payment, find the payment you want to delete on the grid, click on it so it is highlighted, and then click "Recurrent" at the bottom (on the right side) of the window.
- Clicking Print will provide you with a variety of payment reports to preview, and then print.