The easiest way to see all checks received and entered into CompuDance either directly to invoices or a deposit is to run the Sales Report!
Go to Billing – Sales Report
Enter the date range of the checks you wish to see.
Filter for the student last name or payee to find that family. You could filter by Check number also.
You can change the original dates at the top to widen your search date range.
If you wish to email a statement the customer showing where the payments were applied, you may wish to use the Family Ledger Report. This will include a payment that went to a deposit first and then the payment applied to an invoice. It does not show the money still available on deposit.
Need more help with this?
Please complete our support form if you need assistance.