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<section xmlns:xsi=""
version="5.0" xmlns:xl="" xmlns:xi=""
xsi:schemaLocation=" ../../../content/dtd/docbook.xsd"
<title>The Find Payments help screen.</title>
<para>The default screen is 'Find Payment' which allows the user to
search for and view the details related to a payment transaction.
Specific search criteria can be entered as a filter to locate the
payment quickly. </para>
Payments can be incoming or outgoing and the demo data contains a
list of payment type descriptions that describe the reason for the
payment in more detail (eg Customer Deposit, Tax Payment, Commission
Payment etc).
<para>This screen is used to locate existing payments that have been
automatically by the system or manually by the user. There are
from this page that can be used to do the following: </para>
<listitem><para>Create a new incoming or outgoing payment
<listitem><para>Find Sales Invoices by due date
<listitem><para>Find Purchase Invoices by due date </para></listitem>
<title>How do I view all payments?</title>
<listitem><para>Press the 'Search' button to view all payments</para></listitem>
<title>How do I locate an existing payment?</title>
<listitem><para>Enter the 'Payment ID' if known</para></listitem>
<listitem><para>Enter a word from the payments 'Comment'field if known</para></listitem>
<listitem><para>Enter the 'Payment Type Id' if known</para></listitem>
<listitem><para>Enter the 'From Party Id' if known (NOTE: In most cases for an
incoming payment this will be the customer party id)</para></listitem>
<listitem><para>Enter the payment amount in the 'Amount' field if known</para></listitem>
<listitem><para>Enter some details from the payment reference number in the
'Reference No' field if known
<listitem><para>Enter the status of the payment in the 'Status Id' field if
<listitem><para>Enter the 'To Party Id' if known (NOTE: In most cases for an
incoming payment this will the the customer party id. For outgoing
payments this will be the supplier id, or customer id for a refund)
<listitem><para>Press the 'Search' button to view all payments</para></listitem>
<listitem><para>All payments that meet the search criteria will be displayed.