To search and view for payments received by your agency:

1. On the Main Menu screen, select Find Payment from the Payments menu in the upper left corner of the screen.
2. Enter a date range only if you want to see all payments received for the agency for that time period.
3. Click on the Find button to search.
   • If you want to look up payments using more specific criteria, enter or select:
     • Receipt #
     • Check #
     • Client name (click on the button to the left of the field to search for a specific client)
     • Account type
4. Further payment processing options for each payment displayed are available on the bottom right of this screen to:
   • Process Returned Check
   • Mark as sent to Company
   • Void Payment
   • Delete Payment
   • Edit Receipt
   • Reprint Receipt
5. Click on Done to exit this screen.