Finding a Customer’s Payment
How do I find a customer's check payment?
- From the toolbar, click Customer and then Search Payments.
- Enter a check number and click to have Trash Flow search for any recorded payments using that check number.
When would I want to search payments?
- A customer might insist that they've made a payment and can give you a cancelled check number to prove it.
- Someone might call up without knowing their account number or the account is in the name of a different family member or a business.
