How to Filter Schedule views in the Payment Schedule
Open the Search window
1: Click Search from the Menu - the search window will open.
Open a client
1: If required, enter some search criteria.
2: Double click the required Client - the Client window will open.
Open the Payment Schedule
1: Click the Payment Plan tab - the tab Payment Plan tab will open.
2: A payment schedule with all payments is shown, late payments in red, actually paid in green and outstanding in black.
Adjust to only show Outstanding Payments
1: Click on the drop down list to adjust the filter.
2: A payment schedule with only Outstanding Payments will be displayed.
Adjust to only show Late Payments
1: Click on the drop down list to adjust the filter.
2: A payment schedule with only Late Payments will be displayed.
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