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Filter the Receipt List on a One-Time Charge Summary

Narrow down the receipt list inside a One-Time Charge’s summary window to find specific payments.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen, then click One-Time Charges.
  2. Find the charge and click its View Summary (magnifying glass) icon in the ACTIONS column.
  3. Adjust the Date Range fields at the top to the period you want to search within — this itself limits the receipt list.
  4. Use the search bar below it: it defaults to Search Name. Enter a full or partial name and click Search (or press Enter).
  5. To search by something other than name, open the dropdown and choose Search By Receipt Number or Search By Payment Type instead, then search again.
  6. Each search you run adds a removable gray chip below the search bar, and the receipt list narrows to match every active chip at once. Click the X on a chip to remove that one criterion, or click Clear to remove all of them.

You can also sort the receipt list by clicking any column name or its arrow pair — ascending is the default order, and clicking again switches to descending. The current sort direction is shown with a dark arrow; unsorted columns show light gray arrows on both sides.