Using the Payment Filter to Locate Payments

The Add Filters button on the Payment page can access payments and limit the return of payments by selecting limiting fields.

To view the Payments tab, Payment Status bar, or download remittances, the Collector user must have View Payments permission. See your administrator if you do not have these permissions.

To locate payments:

1. Click the Payments tab to access the Payments for last 30 days page.
2. Required. Select one or multiple TIN(s) or All from the TIN list.  
3. Select the agency who received the invoice from the Agency drop-down box.
4. Required. Select the payer from the Payer Name list.
5. Select the date the payment was issued, enter the earlier date in the From field and the latest date in the to field.
6. Select the amount, enter the lowest amount in the From field and the highest amount in the to field.
7. Click OK to search for the payment, or click Cancel to remove the data and close the Payment Filter page.

Related Topics

Related Procedures