Payment Trace Results

The Payment Trace results page displays general payment information such as date paid, honored date, payment amount, and payment method. Below the overview, further details are provided showing a breakdown of what the payment is for. It displays paid information such as invoice number, date, amount, p.o. number, and comments where applicable.

EFT Results

In the case of EFT traces, multiple results are not displayed. Because of the nature of EFT payments, common amounts such as $500.00 can produce multiple results on the same day. For security purposes these are not displayed.

Displayed Results

Exporting Results to Excel

Exporting results to Excel with allow you to view or save a comma delimited (CSV) file to your computer.

For questions related to the payment entry screen, see "Payment Entry" under tutorial links.