EventPro Planner Manual

Find Payment in Accounting | Finance

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Find Payment in Accounting | Finance

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Find Payment in Accounting | Finance

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1.From EventPro Planner’s main menu, select Accounting | Finance.

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2.In the Finance screen, click the Payments tab. There will be a selection grid listing all payments.  As usual, the payment grid rows will be color-coded to reflect the status of each payment.
a.Green: Fully allocated
b.Yellow: Partially allocated
c.Red: Voided
3.To find a particular payment, click on the heading under which you want to search (e.g. Receipt #, Booking #, Company, Contact, etc.).  The list will be sorted according to that heading.
4.Begin typing your search term in the Search field near the top of the screen.  The red arrow in the far left column will move to highlight the first entry that matches your search term.
5.To filter the payments that appear in the selection grid, click the Filter button to the right and select Set.  The Filter Criteria window will open.  Follow the instructions above in Chapter 1: Overview, Common Functions: Filter Information for more information about filtering.

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