Filters: At the top of the page, you will see three different filters that you can use to view only the payments that you are interested in. You can apply one or more of the filters; they will work in conjunction. Simply choose one or more filters and then click Go to the right. You can remove a filter you have applied by choosing All for the filter you wish to remove and again clicking Go.
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Module: You can choose any module in this filter to show only records pertaining to the module in question. For example, choose New Member to only show payments related to new members registering through the Member Registration module.
If you choose Custom Form, Calendar Event, or Convention, then a second filter will appear where you can choose the specific form, event, or convention you wish to see payments for. You can also leave this second filter at All to view all form, calendar, or convention payments.
Verification: You can only view payments that used a specific payment method by using this pulldown. For example, choose Invoiced to only view payments by check. See payment verification in the next section for explanations of each verification.
Status: Use this filter to only show payments of a specific status. For example, you can view all Pending or all Completed transactions. See payment status in the next section for explanations of each status, including how and why it is assigned.
Search by: You can use the Search tool at the top right to find specific transactions based on criteria. You can search several different payment record fields, including Transaction ID#, First/Last Name, and Date, and you can search in a variety of ways, including exact match (=), greater than (>), and contains. Choose the field and search type from the dropdowns, type in your search criteria in the text box, and click Go to search. You can later remove the search if you wish by clicking Clear.
NOTE: The Search works in
conjunction with the filters and tabs. That
means that if you have filtered to only Renewal payments, for example,
and then you perform a search, it will only search through Renewal payments
for the criteria you specify. If
you want to search all records, make sure you set all your filters to
All, and you may want to choose the 
All tab as well (see next bullet).
Tabs: You will
see three tabs to the right of the page: 
Current, 
Archived,
and All. By
default, the Current tab
will be selected when you come to the Payment Admin page, which means
you are only seeing records marked as Current. To
view Archived records, click Archived,
and to view all records regardless of archive status, click All. Remember
that these tabs work in conjunction with any filters or search criteria
you have supplied.
Current/Archive status will be explained in the next section under
archiving payments.
Column Sorts: By
default, the payment records you are viewing will be sorted by transaction
date, with the most recent transaction first. You
can click any other column heading, such as Entered Name or Module, to
sort by that column. Click
a column name a second time to reverse the sort order.
For example, if you click Entered Name, the
payment transactions you are viewing will be sorted alphabetically by
the name of the payee, from A to Z. If
you then click on Entered Name again, the payment
records will be sorted from Z to A by the name of the payee.
Record Navigation:
The current number of payment records corresponding to the filters, tabs,
etc. you have chosen will always be displayed on the left just above the
column headings. If
you have more than 10 records in your current record set, only 10 at a
time will be displayed. For
example, if you are viewing all current records with no filters and there
are 278 of them, you will see "Records 1 to 10 of 278" in the
upper left. The
total number will change as you choose different filters, tabs, and so
on.
If you have more than 10 records in your current set, and you want
to move to the next 10 records, in the set, just use the Next 10
>> button in the lower right. After
moving forward, you can also use the << Previous 10
button to move to the previous 10 records. You
can also use the "Jump to page" dropdown to jump to any page
of records (each page represents 10 records in the set).