The Payments page lists every payment recorded in DoorSpot. A filter bar above the list narrows it by status, unit, contact, company, and tags, and a search box finds payments by text. The same filter bar is used on the Invoices, Leads, Contacts, and Reservations lists.
Open the Payments page
Go to Bookkeeping → Payments.
Use the filter bar and search box above the list.
Filter the list
Status limits the list to payments with a given status.
Unit shows payments for invoices linked to a unit, either directly or through the invoice's reservation.
Contact shows payments for one contact.
Company shows payments linked to one company.
Tags limits the list to payments carrying the selected tags.
Search matches text in the list.
Unit and Contact can be combined, so the list shows only the payments that match both. Status, Unit, and Contact are applied to the full payments list. Search and Tags narrow only the page of payments currently loaded.
Open a filtered list from another page
On a unit's Invoices & Payments card, All payments » opens the Payments page filtered to that unit. When the card is in the unit's detail window, the window closes first.
On a contact's detail page, All payments » opens the Payments page filtered to that contact. The Contact filter shows the contact's ID rather than the contact's name when the page is opened from an older link.
Export a filtered list
The CSV export from the Payments page includes the same payments the current filters show.