8.5.1.4 Payments/Credit Notes Search (overlay window)

This topic provides systematic instructions to search for specific payments/credit notes records. This overlay window appears when you click the Filter icon.

Figure 8-69 Payments/Credit Notes Search (overlay window)

Description of "Figure 8-69 Payments/Credit Notes Search (overlay window)"

Table 8-31 Payments/Credit Notes Search - Field Description

Field Name	Description
Search By	Indicates an option to filter the records based on payments only, or credit notes only, or both.
Payment Search	This section appears when you select the Payment option or the Both option in the Search By field.
Payment Type	Displays the type of payment, whether Incoming or Outgoing. This field is not editable.
Payment Date From/To	Specify the date range for filtering the required payment records.
Payment Reference Number	Specify the reference number of the payment record to be filtered.
Payment Amount Range Currency From/To	Select the currency and enter the payment amount range to filter the required payment records.
Credit Note Search	This section appears when you select the Credit Note option or the Both option in the Search By field.
Credit Note Due Date From/To	Specify the date range within which the credit notes to search for, will expire.
Credit Note Reference Number	Specify the reference number of the credit note record to be filtered.
Associated Party	Select the name of the associated party whose payments/credit notes are to be filtered.
Credit Note Amount Range Currency From/To	Select the currency and enter the credit note amount range to filter the required records.

1. On selecting/entering the required details, click Apply to apply the filter criteria, or, click Reset to reset the entered data.