Payment Finder

The following document is intended as an overview of the Payment Finder feature available in SmartWare.  The Payment Finder panel will allow you to search and view payments that have been entered in SmartWare.

Navigate to Payment Finder

You can access the Payment Finder panel from the following location:

• From the main menu on the left side of the screen, select Accounting and then Payment Finder

SmartWare – Main Menu

Search for payments

The Payment Finder panel will allow you to define the search criteria you would like to use to search for payments

Payment Finder

In the Payment Finder panel, enter a single item or combination of items

Below is a brief explanation of each available payment finder search criteria:

Search Criteria	Functionality
Payment Type	Drop down search option that represents the type of payment you would like to search (i.e. check, visa, cash)
Amount	Currency field that represents the payment amount you would like to search for
From	Used in conjunction with the ‘To’ (search criteria field) and allows you to define a date range to search for payments based off payment date entered on work order payment panel The ‘From’ and ‘To’ fields will automatically be defaulted to search for the past 30 days’ worth of payments based off payment date entered for the payment.  At any time, you may remove or change the date range entered if needed.
To	Used in conjunction with the ‘From’ (search criteria field) and allows you to define a date range to search for payments based off payment date entered on work order payment panel The ‘From’ and ‘To’ fields will automatically be defaulted to search for the past 30 days’ worth of payments based off payment date entered for the payment.  At any time, you may remove or change the date range entered if needed.
	Will perform a search based off the search criteria entered
	Will clear out all values entered in the search criteria fields allowing you to start over

Once you have finished entering all search criteria, you can either press “Enter” key on your keyboard or click the  (Search) button

A list of payments matching your search criteria will be displayed in the grid below the search fields

Payment Finder – results grid

Payment - Results grid

Below is a brief explanation of each column available from the payment finder results gird:

Column	Functionality
Options	(edit WO):  Will open the work order allowing you to view information about the work order (i.e. payment information) and make changes if needed
Payor Name	Displays the Payor Name that was entered on the Work Order Payment panel
Payment Type	Displays the Payment Type that was selected on the Work Order Payment panel (i.e. check, visa, cash…)
Check #	Displays the Check # that was entered on the Work Order Payment panel
Payment Amount	Displays the Amount as entered on the Work Order Payment panel
Total Due	Displays the Total Due amount from the work order where the payment was entered
Balance	Displays the Balance amount from the work order where the payment was entered
Ticket #	Displays the ticket number from the work order that the payment was added too
Territory	Displays the territory the work order was created from
Payment Date	Displays the Payment Date as entered on the Work Order Payment
QBO Posted	If checked, shows that the payment has been through QuickBooks transfer process
Entered Date	Displays the date the payment was created in SmartWare
Entered By	Displays the name of the users who created the payment in SmartWare