Search for and review specific invoices related to a Dues and Fees item.
- Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Dues and Fees” tab.
- In the “DUES and FEES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
- In the summary window that opens, search for one or more invoices by the name(s) of the member(s) who receive them. Leave the search dropdown menu set to “Search Name,” and type your search text in the “Search Invoices” box. To search for part of a name, enter only a few characters into the search field.
- Click on the “Search” button or press “Enter”/”Return” to do your search. The search you requested appears in a gray result box below the search field, and the invoice list changes to display only those records that match your search criteria.
- To use another search category, click on the search dropdown menu to open it. Select the category you want: invoice number, payment type, or status.
- To search by combinations of criteria, repeat your search for each criterion in succession. Each of your searches appears in a separate gray result box below the search field, and the invoice list changes to display only those records that match all your search criteria.
- To clear all your search criteria at the same time, click on the “Clear” button. To clear an individual search criterion, click on the “X” at the right end of its gray result box.
- To sort your search results by one of the categories of information in the list of invoices, click on a column name or the pair of arrows to the right of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.