The Purchase list is used for accessing Purchases you have previously entered in order to view, print, edit, apply payment, or delete them.
To view a list of Purchases:
- Use the filters at the top of the screen to select which types of Purchases you want to view between a specified date range.
- Choose whether you want Purchases to be listed for “– All Contacts –” or choose a specific Contact from the drop-down list.
- Click the Show button.
- A list of Purchases matching your filters will appear.
You can now use the links directly above the list to Pay, View, Delete or List Payments for these Purchases. Using the check boxes allows you to perform multiple tasks to these Purchases such as View Selected will allow you to view multiple Purchases in Adobe PDF for viewing or printing.
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Duplicate the transaction on this line. |
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Edit the transaction on this line. |
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Add a new Purchase. |
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Apply a Payment to the selected (checked) Purchases. |
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View and/or Print the selected (checked) Purchases. |
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Delete the selected (checked) Purchases. |
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List the payments associated with the selected (checked) Purchases. |
Filtering Your List Using Tags
| Include All Tags | all records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records that have A AND B assigned to them will be returned. |
| Include Any Tags | any records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records that have A OR B assigned to them will be returned. |
| Exclude All Tags | all records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records having A AND B assigned to them will be excluded. |
| Exclude Any Tags | any records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records having A OR B assigned to them will be excluded. |
