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Receipt date
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The date or time period of the receipts and credit memos you want to
view.
To choose a range of dates, click Select
Dates and enter the beginning and ending dates.
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Client
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Enter a client to view only receipts and credit memos for a specific
client.
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Project
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Enter a project to view only receipts and credit memos for a specific
project.
| Note: |
To enter a client receipt to a project with a status other than Preliminary, Active or Billing Hold, you must first open the project list in Setup > Projects. Click the Status column, and select the status (Hold, Work Hold, or Closed). Then resume entering the client receipt in the Manage Client Receipts window. |
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Display voided and NSF receipts
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Select this check box to also view voided and nonsufficient funds receipts.
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Display refunds
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Select this check box to also view refunds.
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Company
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Multi-company only. Select to view client receipts for only a specific company.
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