Advanced Filters window—Print/Email Payment Notifications
The Advanced Filters window - Print/Email Payment Notifications view enables you to set criteria for displaying payment notifications in the Print/Email Payment Notifications window. You can also select and customize the payment notification forms you use from the Advanced Filters window.
Select a payment type: Pay Bills, Spend Money or Credit Refunds. Payment Notifications for the payment type you select will be displayed.
All Vendors/Customers/Cards—Selected
Specify whether you want to print or email payment notifications for all vendors/customers or for a selected vendor/customer.
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Select All Vendors, All Customers or All Cards if you want to print or email payment notifications for all vendors/customers who you have payment transactions for.
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Select Selected if you want to print or email a payment notification for a specific vendor/customer.
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Unprinted or Unsent Payment Notifications Only
Select this option and enter a date range if you want to print or email forms for a specific period.
Check Numbers Between [x] and [x]
Select this option and enter a range of check numbers if you want to print or email payment notifications for a specific set of payments.
Enter as many as 10 identifiers to restrict the list of payments. All cards that are assigned the identifiers you enter (that also match the other search criteria you've entered) will be included in the list of payments.
Enter a custom list entry to restrict the list of payments. All cards that are assigned the custom list entry (that also match the other search criteria you've entered) will be included in the list of payments.
The Custom List fields appear only if you selected Pay Vendors or Customer Refund in the Payment Method field.
Selected Form for Payment Notifications
Select the form layout you use to print or email payment notifications. You can choose one of the following standard form layouts or any of the custom forms you may have saved.
Click to print a sample payment notification that enables you to determine whether the payment notification forms loaded in your printer are positioned correctly for printing.
Customize
Click to open the Customize window for the payment notification, where you can customize the layout of your payment notifications.
Click to save your changes and close the window. The Review Payment Notifications Before Delivery window will appear.
