Knowledge Base

 
 

Version 7, 2019

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Search for a transaction


The Transaction Search can be used to find an invoice or a payment using the Invoice Number or the Payment Number.
Search for a transaction
1

ID Number

1. ID Number
Enter the ID Number of the Invoice or Payment you are searching for.
2

Invoices & Payments

2. Invoices & Payments
Displays your search results for the matching Invoice, Payment or Refund ID number.
 
Depending on how your Invoice numbering options have been set up you may, or may not be using the same numbering sequences.
3

Go to

3. Go to
Click Go to on either the payment or the invoice within the search results to display that invoice or payment.
4

Close

4. Close
Click to close this form.