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Payment method

This is the way in which a customer pays you. You can limit a report so that it shows only the customer payments you received by cash, check, credit card, and so on.

To include

Do this

Two or more payment methods

Click the Payment Method drop-down list, choose Selected Payment Methods, and then choose each method you want to include in the report.

One payment method

Click the Payment Method drop-down list and choose a method from the last section of the list.

Example: In a customer balance report, you want to see only the balances for customers who pay by credit card. To limit the report to those balances, select Payment Method from the Filter scroll box, click the Payment Method drop-down list, choose Selected Payment Methods, and then choose the name of each credit card (VISA, Master Card, Discover, and so on).

KB ID# H_RPT_FILTER_PAYMENT_METHOD
9/27/2016 8:32:39 AM
QYPPRDQBKSWS05 9138 Pro 2017 7ed2d9