Receipt Tab Fields

Payment Manager Receipt Search Form

  • CA Receipt ID: Enter the receipt number.
  • Receipt File Name: If known, enter the name of the PDF file name.
  • Receipt Date From: Enter the date or select it using the calendar icon.
  • Receipt Date To: Enter the date or select it using the calendar icon.
  • Amount Due Min/Max: Enter the minimum and/or maximum amount that is due.
  • Amount Paid Min/Max: Enter the minimum and/or maximum amount that was paid.
  • Balance Min/Max: Enter the minimum and/or maximum balance remaining on the case.
  • Number: A numerical identifier used to track and search for the case. Enter the case number.
  • Tag: This is a free-form label for the activity this case is associated with. This is not a required item, but can be useful in tracking and organizing large projects that comprise many different cases.
  • Type: The main classification group for all cases. Click the Lookup icon to the right of the box to open a selection window, and select a case type.
  • Type Description: The description loads automatically when a case type is selected.
  • Sub Type: A further configuration of the case type. Click the Lookup icon to the right of the box to open a selection window.
  • Sub Type Description: The description loads automatically when a subtype is selected.
  • Status: Select a status from the drop-down list.