This report is accessible from two different places.
- Student Activity > Accounts > Menu > Reports > Payment List
- Common Tasks > Financial Reports > Payment List
The script starts with a window to enter search parameters. You must enter a payment date, or else a date range. You may also include to restrict your search to a specific payment type and/or debtor name.
The report will then display, sorted by date then payment method.
You can export to Excel using the buttons at the top of the report.
If you want to change the sort order, select Records > Sort Records... and choose new fields or field order.
‘Non-Invoiced Payments’ will be included in the Payment List.