19.20. How to look up payments

How to Look Up Payments

You can access all payments made by a specific client by using the Payments Tab on each individual Client Profile.

To do so, you will take the following steps:

1. Using the Quick Search tool on the left and search for the client’s name or phone number (You can also use Animal’s name or Microchip number)
2. Select Client or Patient
3. Navigate to the Payments Tab
4. Select View Details on the payment you need additional information on