Forum Discussion

NotButtons's avatar
5 months ago

Payments Type Filter

I’m trying to find a rouge payment that is a “diners card” payment is there anyway to search transactions and find it so I can correct it? I’ve tried everything I can think of and had no luck so far! :-/

1 Reply

  • Hi NotButtons - thanks for your question.

     

    You can run the Invoice Transactions report and include the Payment Method column in the report. This will show you the payment method you've chosen for each on your payments.

     

    Just go to the Reports menu > Index to Reports then click the Sales tab. Now click to open the Invoice Transactions report, set the applicable date range and display the report. Then click the Insert/Modify tab and click Show/Hide. Select the Payment Method field and click Show to include that column in the report. Now rerun the report.

     

    I hope this helps!

     

    Adrian