The AP Payments screen lets you look up payments you've made — including checks and other payment types — and take actions like viewing the related invoice, reprinting a check, viewing credit entries, or voiding a payment. This is especially useful when you know details about a payment but not necessarily the invoice it was tied to.
1. Accessing the AP Payments Screen
There are two ways to get here:
Option 1:
Go to Menu.
Click Accounts Payable.
Select Invoices.
Click the Payments tab.
Option 2:
Go to Menu.
Select Payments directly.
Both paths bring you to the same screen.
2. Default View
By default, the screen shows all payments made in the last 30 days. You can expand this view by adjusting:
The date range
The vendor
The vendor type
Other available filters
This allows you to drill down to a specific payment — for example, to confirm a voided check, locate a specific check number, or prove to a vendor that a check was written and provide its details.
3. Searching for Payments
The search box allows you to search by several fields, including:
Payment reference number
Check number
Amount
Keep in mind that searching (for example, entering "123") may pull back a broader set of results than expected, since it searches beyond just your default 30-day view once a search term is entered.
Recommended Search Approach
For the best results:
Start by narrowing your results with a date range.
Narrow further by vendor, if known.
Add additional filters (such as payment type) on top of these two.
For example, filtering by payment type (such as Checks) will limit your results to just that type.
Note: By default, only the last 30 days of payments are shown. Once you add filters, more detail becomes available, so starting with a date range and vendor typically produces the best results.
4. Reviewing a Payment
Once you've found the payment you're looking for:
Expand the payment entry to see additional details, including the check number.
View the invoice(s) that the payment was applied to.
Click through to open the related invoice directly from this screen.
5. Additional Payment Actions
From the AP Payments screen, you can also:
Reprint a check or payment.
View credit entries related to the payment.
Void a payment.
Why Use the Payments Screen
This screen is especially useful when you know details about a payment but not the specific invoice it was applied to — for example, when a payment covers multiple invoices. Rather than searching through the invoice section, you can search directly from the payment side to find what you need more efficiently.
Summary
Access the AP Payments screen via Accounts Payable → Invoices → Payments tab, or directly via Menu → Payments.
The default view shows the last 30 days of payments; use date range, vendor, and other filters to narrow your search.
Use the search box to look up payments by reference number, check number, or amount.
From a payment record, you can view the related invoice, reprint the check, view credit entries, or void the payment.