4.9.1 Searching a Payment
You can search for payment details of an account for a specific period.
To search a payment:
- Navigate to the Case Summary page.
- In the Account widget, select the required account from the account list.
- In the Quick Links widget, click Payments.
- In the Transaction Date field, select date in the From and To fields to specify the period for which you want to search payments.
- Click Search.
Parent topic: Payment Details