Client Payment History

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Client Payment History

Program Navigation: Simplicity > toolbar > toolbar Reports > Payment Reports > Client Payment History

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oThis window allows the user to print a report displaying the client's payment history.

oThis window also allows the user to export the details to a CSV file e.g. Excel.

ClientPaymentHistory

This is an example of the Client Payment History report Window

Minus18The following fields can be found on the Client Payment History report window:

·Period:

oThis list allows the user to select a period for the payment history.

 

·Mode:

oThis list allows the user to select a mode for the report.

 

·Partial Difference:

o

 

·File Number Filter:

oThis check box allows the user to insert a file number to filter the report by.

 

·Preview:

oThis check box allows the user to display a preview of the client Payment History report.