Payments

Overview

The Payments screen is where you manage your cash flow, whether receiving money up-front as a retainer or trust funds, or recording client payments toward open invoices. You get access to the entire history of previous payments so as to make edits, void payments or delete them. You can also view online payments (ePayments) here and those that were received immediately and recorded on the invoice itself. However, invoices scheduled for online payments are not available here. Click to watch this video on managing payments in BQE CORE.

When recording payments, you can distribute the payment among multiple invoices on either a client or a project basis. A payment can cover one invoice or more, or it might not completely cover an invoice. You can apply a payment manually to each invoice or let BQE CORE apply it automatically. You can also choose which service and expense line items you want to disburse per invoice.

CORE offers the Pay When Paid feature wherein you can pay your vendor bills on getting paid by your clients for the related invoices. CORE allows you to make payments directly on the invoices from the Invoices screen. Clients can also pay electronically using the online payment option (ePayments). 

From the accounting view, recording payments debits and increases your Undeposited Funds, bank and asset accounts; on the other hand, it credits and decreases your A/R. In addition, writing off bad debts debits and increases your expenses; on the other hand, it credits and decreases your A/R.

Field Descriptions

How To

Add Payments

Edit Payments

Record Retainer Payments

Apply Retainer Payments

Record Credit Payments

Record Trust Fund Payments

Apply Trust Fund Payments

Disburse Payments

Write Off Bad Debts

Pay Vendor Bills

Add Documents

Add Custom Fields

Send Payments

Void Payments

View Journals

Email Payment Receipts

Handle Bounced or Returned Checks

View Deposits

Download Payments

Show/Hide Columns in Grid

Export Payments

Import Payments from CSV

View Reports

Apply Filters

Mark Screen as Favorite

Field Descriptions

Add Payments

Whether you are receiving money up-front from clients as a retainer or recording their payments toward open invoices, the Payments screen is the place to go. You can choose to apply a payment to multiple invoices and also disburse it to the desired service and expense line items. You cannot apply payments to draft invoices.

To add a new payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, choose the invoices you want to pay. You can search for the invoices by client, project or specific unpaid invoice number.
   • Find Invoices:
     • By client and project
     • By invoice number
4. Depending on your choice, you can select the required information:
   • Client
   • Project, if you want to apply the payment to a specific project invoice; else leave this blank
   • Invoice
5. Click Add.
6. On the Add Payment screen, enter the payment details. Check Field Descriptions above for details.
   • Date
   • Payment Method
   • Deposit/Posting Account
   • Amount Applied
     
     
     
     
7. You can review the retainer amounts and any processing fee in the summary bar. The Net Processing Fee becomes accessible when ePayments are deposited into the bank (this section includes a View Breakdown link that provides a detailed breakdown of the fees). Please note that this section is only visible for BQE ePayments.
8. Next, select the 'Apply to Invoices' option.
9. In the grid, click Auto Apply to apply the payment automatically to an invoice. If there are multiple invoices, you can click Auto Apply All to apply the payment automatically to them in the oldest-to-newest order.
10. Click Save & Done.

Note: If CORE detects unpaid vendor bills that are associated with the invoices being paid, it prompts you to pay those bills from the Bill Payments screen.

Edit Payments

You may have recorded a payment and later realized that the pay method or the amount was incorrect. You can view, enter and edit payment details in the detail view. However, you cannot edit deposited payments, NSF payments and online payments (ePayments) except for reference number and description. Also, you cannot delete payments that are linked to your accounting software.

To edit a payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Select the payment records on the grid that you want to delete and click Actions > Delete to delete them. Alternatively, you can use the row-action menu to delete them individually.
3. To edit a single payment, click on a row and select View Details.
4. On the Edit Payment screen, enter more details or make changes, as needed.
   
   
   
   
5. Click Save & Done.

Note: When payments are made using any of the ePayments options, the Deposit Account field in the Edit Payment screen remains disabled, indicating the invoice is paid.

Record Retainer Payments

You can receive retainer payments from clients and then record them as project or client retainers from this screen. You can also record a 'credit' type payment as a retainer. This allows you to use 'credits' in the future for paying invoices.

To record a retainer payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, choose: By client and project.
4. Select the Client and/or Project from the drop-down, depending on whether you want to record a general client retainer or a specific project retainer.
5. Click Add.
6. On the Add Payment screen, enter the retainer details. Check Field Descriptions above for details.
   • Date
   • Payment Method, say Check
   • Amount Applied
   • Description
     
     
     
     
7. Next, select the 'Accept as retainer' option. Check Field Descriptions above for details.
8. Click Save & Done (or Save & Add Another to add another retainer payment).

Apply Retainer Payments

If you have received retainer payments from your clients, you can use them to pay off their invoices. CORE allows over-payments on invoices to be accepted as retainers.

To apply a retainer payment on an invoice, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, you can search for the invoices to pay using the Find Invoices option:
   • By client and project
   • By invoice number
4. Depending on your choice, you can select the required information:
   • Client
   • Project, if you want to apply the payment to a specific project invoice; else leave this blank
   • Invoice
5. Click Add.
6. On the Add Payment screen, enter the payment details. Check Field Descriptions above for details.
   • Date
   • Payment Method: Use Retainer
   • Amount Applied
     
     
     
     
7. Next, select the 'Apply to Invoices' option.
8. Click Auto Apply on the invoice row to be paid with the retainer or click Auto Apply All above the grid. Check Field Descriptions above for details.
9. Click either Save & Done (or Save & Add Another to add another retainer payment).

Record Credit Payments

If you have issued credits to clients, CORE allows you to apply them to their invoices using the 'credit' payment method. This affects and lowers the A/R. CORE automatically creates a general journal entry to adjust the tax liability for A/R invoices when a credit payment type is applied. The relevant tax reports are also adjusted accordingly. You can pick a contra asset account when entering a credit payment.

Note: You can use the Credit Memos screen to record the project credits and refund retainers to the clients.

To apply a credit payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, you can search for the invoices by client, project or specific unpaid invoice number using the Find Invoices option:
   • By client and project
   • By invoice number
4. Depending on your choice, you can select the required information:
   • Client
   • Project, if you want to apply the credits to a specific project invoice; else leave this blank
   • Invoice
5. Click Add.
6. On the Add Payment screen, enter the credit payment details. Check Field Descriptions above for details.
   • Date
   • Payment Method: Credit
   • Posting Account: Expense Account to be posted for the credits
   • Amount Applied
     
     
     
     
7. Make sure the 'Apply to Invoices' option is selected.
8. Then click Auto Apply All or just Auto Apply on the invoice grid. The credit amount is applied to the invoice, which reduces its balance. Check Field Descriptions above for details.
9. Click Save & Done.

Record Trust Fund Payments

You can receive trust fund payments from your clients and then record them from this screen. You cannot specify an opening balance for the Trust Fund account, that is Bank (IOLTA), through the Chart of Accounts screen because all its transaction should be linked to a project. So you can enter the opening balance for this account from here. This allows you to use these trust fund payments in the future for paying their invoices. When you receive payments for the trust fund accounts, the Trust Fund account gets increased or debited and the linked Trust Fund Liability account gets increased or credited.

To record a trust fund payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, choose: By client and project.
4. Select the Client from the drop-down and click Add.
5. On the Add Payment screen, enter the trust fund details. Check Field Descriptions above for details.
   • Date
   • Payment Method, say Check
   • Project
   • Deposit Account: Bank (IOLTA)
   • Amount Applied
     
     
     
     
6. Next, select the 'Accept as Trust Fund' option. Check Field Descriptions above for details.
7. Click Save & Done (or Save & Add Another to add another payment).

Your trust fund payment by the client is recorded.

Apply Trust Fund Payments

If you have received trust fund payments from your clients, you can withdraw money from it to pay off their invoices, just like with retainer payments. CORE does not allow over-payments on invoices to be accepted as retainers in case of trust funds. On using a trust fund, money flows from the Trust Fund account to the operating bank account. When you apply a trust fund payment to client invoices, the A/R account is decreased or credited, the Undeposited Fund account is increased or debited, the Trust Fund Liability account is decreased or debited, while the Trust Fund account is decreased or credited.

When you incur expenses or disbursements on behalf of your clients, you can enter them as checks, credit card charges, or vendor bills and add those as billable expenses to the client’s project (matter). These expenses can then be invoiced to the clients as you would normally invoice your fees.

To apply a trust fund payment on an invoice, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, you can search for the invoices to pay using the Find Invoices option:
   • By client and project
   • By invoice number
4. Depending on your choice, you can select the required information, say Client, and then click Add.
5. On the Add Payment screen, enter the payment details. Check Field Descriptions above for details.
   • Date
   • Payment Method: Use Trust Fund
   • Project
   • Amount Applied
     
     
     
     
6. The 'Apply to Invoices' option is preselected. Click Auto Apply on the invoice row to be paid with the trust fund or click Auto Apply All above the grid. Check Field Descriptions above for details.
7. The trust fund amount is applied to the invoices. It places the funds in the Undeposited Funds account so that it can be deposited in the company's operative bank account. Click Save & Done.

Disburse Payments

You can distribute payments directly to the supporting time and expense entries on the invoices. For example, if you have 20 time entries for $1,000 and you get a $500 check, you can choose the time entries to which you want to apply the payment.

CORE allows you to specify which line items (billable time and expense entries) on an invoice are being paid by the client when you receive a payment. If you apply the payment amount fully to one or more line items, CORE saves the changes. However, if you apply the payment partially to one or more line items, CORE divides rest of the payment over other items, if available. Example: If a client pays $100 on a $400 invoice that includes services and reimbursable expenses, you can choose to disburse this payment on the reimbursable expenses first and then the services.

Note: Expenses are referred to as costs in the legal industry.

To disburse a payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment to add a new payment as you normally do.
3. On the Add Payment dialog, choose the invoices you want to pay. You can search for the invoices by client, project or specific unpaid invoice number.
   • Find Invoices:
     • By client and project
     • By invoice number
4. Depending on your choice, you can select the required information:
   • Client
   • Project
   • Invoice
5. Click Add.
6. On the Add Payment screen, enter the payment information, including Amount Applied, and apply the payment as usual. Check Field Descriptions above for details.
   
   
   
   
7. Select an invoice on the grid that you want to pay and click to select Disbursement.
8. On the Disbursement dialog, select the line items that you want to disburse by clicking Auto Apply. You can decide on the basis of Type of entry, whether time or expense, if you have any preference.
9. Click Auto Apply All to apply the payment to all line items.
10. Click Done and then Save & Done.

Write Off Bad Debts

Write-offs are non-cash payments available in the Payments screen. At times, you might have to write-off all or part of an invoice because of bad debt, non-payment of outstanding amount or anything else. When you know that accounts receivable will not be collected, CORE allows you to write off that amount.

When you choose the payment method Write-off, you are asked what account to apply it to. With accrual-based write-offs, it's usually regarding a bad debt or other expense. CORE automatically creates a general journal entry to adjust the tax liability for A/R invoices when a write-off payment type is applied. The relevant tax reports are also adjusted accordingly. You can pick a contra asset account when entering a write-off payment.

However, in case of cash-basis, write-offs don’t matter as much because they aren't cash transactions at all; you are writing off something that hasn’t been recognized. Some users create cash-based journal entries for this scenario. 

To generate a write-off, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Click Add Payment on the top-right.
3. On the Add Payment dialog, choose: By invoice number.
4. Select the invoice you want to write off and click Add.
5. On the Add Payment screen, select Write-Off as the Payment Method and select the Posting Account. Check Field Descriptions above for details.
   
   
   
   
6. Enter the Amount Applied that you want to write off.
7. In the grid, click Auto Apply to write off that invoice automatically. Click Auto Apply All if you have to write off multiple invoices in the oldest-to-newest order. Check Field Descriptions above for details.
8. Click Save & Done.

Note: If you sync CORE data with your accounting software, write-off transfers as a credit or discount.

Pay Vendor Bills

CORE offers the Pay When Paid feature wherein you can pay your vendor bills on getting paid by your clients for them. Essentially, this feature provides an option to pay the vendors if payments are received by clients on invoices having time or expense entries linked to unpaid vendor bills. CORE detects the unpaid vendor bills associated with the invoices being paid and prompts you to pay them. You can then go ahead and easily pay those bills. It goes one-step further and automatically prepares the checks for the vendors.

To pay vendor bills, watch this video or follow these steps:

1. In the Payments screen, apply a payment as usual. Check Add Payments above.
2. When saving the payment, CORE prompts you to pay any vendor bills associated with the paid invoices. Click Yes.
3. It takes you to the Create Bill Payments screen where the fields are pre-filled. Review the payment and click Save. Check Bill Payments for details.

Add Documents

To add a document to a payment record, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid and click to select View Details.
3. On the Edit Payment > Documents screen, click Add.
4. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.
   • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
   • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
   • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
   • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
   • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
   • Box: To link files stored in your Box account, enter its Description and then browse for it.
   • Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.
     
     
     
     
5. Click Add.

CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees, or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration. You can also check the detailed video on managing documents in CORE.

Add Custom Fields

Using custom fields, you can track extra characteristics and attributes of your payments. You can add unlimited number of custom fields to a payment. You can even customize these fields in the Custom Labels screen.

To add a custom field, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid and click to select View Details.
3. On the Edit Payment screen, go to the General > Custom Fields tab.
   
   
   
   
4. Click Add Custom Field. Select the type of field you want depending on its purpose, say Text Box.
5. On the Add Text Box dialog, enter the required information:
   • Name
   • Type
   • # of Characters
6. Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid.
7. Click Save.

Note: You can display a maximum of three custom fields on the list view per screen.

You can also check the detailed video on managing custom fields in CORE.

Send Payments

In CORE, you can send payment records to your accounting program, such as QuickBooks Online, Xero, and MYOB AccountRight.

To send a payment to your accounting program, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid and click to select View Details.
3. On the Edit Payment screen, click Actions > Send To on the top-right.
   
   
   
   
4. Select the relevant option from the drop-down, say QuickBooks. Your data is sent.

Note: CORE allows you to send payments to QuickBooks using the Send to QuickBooks option from the row-action menu in the list view. You can send a maximum of 25 records from the payments list to QuickBooks without having to drill down into the detail view. CORE displays a progress bar when sending these records to QuickBooks.

Void Payments

You can delete payments or, better still, void them so that a record of that action is maintained in the database. While voiding the reconciled direct deposit payments, the General Journal entries created behind the scenes are auto-reconciled. The G/J balance of the bank account is reduced accordingly.

Note: CORE allows voiding transactions related to payments in the closed periods and automatically creates general journal entries to handle its accounting.

To void a payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Select the payments on the grid and click Actions > Void to void them.
3. To void a single payment, click on a row and select Void.
4. Confirm this action and click Submit. The payment record disappears from the grid.

You can further view the voided payments on the grid using filters and also delete them, if needed.

View Journals

You can understand the accounting behind a transaction by looking at its journal entries. In CORE, you can open the Journal report to view the transaction details, including the accounts being credited or debited.

To view a payment journal, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid whose journal you want to view and click to select View Journal. The journal opens in the viewer.
3. Preview the journal and then choose to export or print it.

Email Payment Receipts

As a business professional, you might want to send a Thank You note to your clients along with a payment receipt. CORE not only allows you to do that but also automates this process. It is smart enough to email the payment receipts to your clients automatically with your custom message. You can set this up at the global level (Settings > Billing & Invoices > Invoice Settings and Settings > Company > Email Settings) as well as the user level (User Settings > Email Settings). However, if you do not set up the automatic emailing of payment receipts, you can do so directly from the Payments screen, as needed.

To send payment receipts, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Select the payment and click on the row to select Email Receipt.

The email receipt for the payment is sent to the relevant client. If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this.

Handle Bounced or Returned Checks

When clients pay invoices with checks, there are times when they may have insufficient funds in their accounts, or you may need to refund retainer payments, resulting in a bounced or returned check. CORE handles this situation, but you must deposit the payment before recording the bounced checks. In case you want to account for any bank fee involved in the bounced check transaction, CORE can create a separate invoice and charge it to your default client.

To handle a bounced-check payment or insufficient funds, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid and click on that row to select Bounced Check.
3. On the Bounced Check dialog, enter the required information:
   • Bank Fee
   • Expense Account
   • Customer Fee
4. Click Continue to review the summary of changes to be made.
5. On the Summary dialog, you can see the list of invoices to be marked as unpaid (except for the retainer payments), fee to be deducted from the bank account and new invoice to be created for the fee charges.
   
   
   
   
6. If everything looks okay, click Create.

Note: Invoices that are automatically created to record client charges for bounced checks are appended with '-BC’ suffix for easy identification and management.

To use the Bounced Check option for retainer payments, the retainer balance must be equal to or greater than the check amount. Note that for regular payments, a negative payment entry is created with the type NSF (Non-Sufficient Funds) when a check bounces. In contrast, for retainer payments, the negative entry is recorded with the payment type as Check. The retainer balance is also adjusted automatically.

View Deposits

After recording a payment, CORE lets you view the deposit that is holding the payment. You can see the deposit details and take some action, if needed. This option is not available for trust fund payments received.

To view the deposit, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select a payment on the grid that you want to check and click to select View Deposit.
3. On the Edit Deposit screen, check the deposit details and make any edits, if needed.
   
   
   
   
4. Select the deposits on the grid that you want to process.
5. Click Save & Done.

Download Payments

You can download the details of the payments as a PDF file directly from the list view.

To download a payment, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, select the payment on the grid whose details you want to download and click to select Download PDF.
3. It prompts you to save the PDF at the relevant location, say your Desktop. Click Save.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, click More > Show/Hide Columns on the action bar.
3. Select or un-select the column names in the drop-down list, say Invoice No.
4. Next, click the column name you want to sort the data by, say Payment Type.
5. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

You can also check the detailed video on navigation and customizing grids in CORE.

Export Payments

In CORE, you can export payment to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export payment records to a .CSV file, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, click More > Export as CSV.
3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Import Payments from CSV

In CORE, you can import up to 5000 records directly from a Comma Separated Values (.csv) file format. CORE does not create new items or resources if there are no matches. You can map the relevant fields between CORE and the CSV file and save those mappings for the future. This feature supports importing retainer payments also.

In case of retainer payments, note the following:

• If you want to import a new retainer, your .csv file must contain a column with the value 'true' to help CORE recognize this row as a retainer payment. This column should be mapped to the 'Accept as Retainer' field.
• If you want to import a payment applied from the existing retainer, your .csv file must contain a value, 'Use Retainer' and this column should be mapped to the 'Payment Method' field.
• For those invoices that are paid using a retainer, the column Pay Method should have the value 'Use Retainer' and the value under the column 'Accept as Retainer' should be false.

Note: You can download a sample import file to see how your import file should be and what kind of data it should include.

To import payments from a .CSV file:

1. Open the Payments screen from the side menu > Billing.
   
   
   
   
2. In the list view, click More > Import from CSV.
3. On the Import Payment from CSV dialog, choose the CSV file to be imported. Check Field Descriptions above for details.
4. You can drag and drop the file or click to browse to its location. Click Upload.
5. On the Map Your Payment Fields dialog, you can match the relevant CORE Fields with CSV Headers for each payment record. Each record requires a payment date and the amount applied.
6. You can select Saved Mappings from the drop-down if you have one from a previous import.
   
   
   
   
7. Click Continue. The imported records pre-fill the grid.
8. On the Review Mapping dialog, review the selected records and their mappings. Un-check the records that you do not want to import. CORE performs validation of records, including formatting and data validation before you can proceed.
9. Click the relevant Import option:
   • Import
   • Import & Save As New Mapping: Imports the records and also saves the mapping for the future.
   • Import and Update Mapping: Updates the saved mapping. This option is only visible if you have saved mapping from the previous import.

The payments are imported. You can check the imported data and make changes, as needed.

Depending on the field mappings, CORE saves the retainer as:

• Client Retainer - if Client ID or Invoice Number is mapped and Accept as Retainer is true.
• Project Retainer - if Project ID is mapped while Client ID or Invoice Number is not mapped and Accept as Retainer is true.

You can also check the detailed video on importing data into CORE.

View Reports

To view a report, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. Select a Period from the drop-down, say This Month. Then, in the list view, click More > View Reports.
3. Select a report from the Report List dialog. It opens in the viewer.
4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, click on the right.
3. On the Filters panel, select a filter from the drop-down and specify individual records or range.
4. Click Add Filters to specify more filters.
5. When you have finished, click Apply Filter. You can see selective data now.
6. Next, to save the applied filters as your favorite, click Save Filters.
   
   
7. It opens the Save Filter dialog, where you can select a name for your filter combination and then click Save. You can also update your existing saved filters by clicking the Update Saved Filters link.
8. In the list view, you can remove the individual filters by clicking  on each. To use your favorite filter or disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.  

You can also check the detailed video on applying filters in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

1. Open the Payments screen from the side menu > Billing > Transactions.
   
   
   
   
2. In the list view, click on the top-right.
3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.