--- title: "Payment Search" slug: "payment-search" updated: 2026-08-10T20:21:48Z published: 2026-08-10T20:21:48Z canonical: "help.idibilling.com/payment-search" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Payment Search To view payments via the Payment Search function: 1. From the **Applications** menu, select **Accounts Receivable Management > Payment Search.** The Payment Search window is displayed. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/54306.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) 2. Enter the search criteria as described below: | Account Number | Unique identifier of the customer account. | | --- | --- | | Amount | Dollar value of the payment that has been entered against the customer account. | | Check Number | Number of the check for the payment. | | Batch Number | Number of the payment batch. | | Payment Status | Status of the payment. Statuses include Unposted, Posted, and Billed. | | Payment Date From/To | Payment date range to include in the search. | | Payment Type | Types of payment to search for. | | View Blocked Payments Only | Check the box to search for blocked payments (one that will not process because it was entered incorrectly). | | View Payment Reversals Only | Check the box to search for payment reversals (one that will be debited, possibly, if a check was returned for insufficient funds). | | View On Hold Payments Only | Check the box to search for payments that are held. | 3. Click **Search**. This displays the Payments Search Results window. ![PaymentsSearchResults](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/55976.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) The Payments Search Results window provides the following information: | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12597.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12295.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) ![RedX2](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22311.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) | Check marks indicate whether the “Do not post payments until batch is closed” check box on the Add/Edit Accounts Receivable Batch window is checked when the batch is created or edited. Green check - Payments can be posted to the customer's account. Yellow check - Payments cannot be posted because they are blocked, the associated batches were put on hold, or the payment is disputed. Red X - Payment was reversed. | | --- | --- | | ![icoUnposted](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72034.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) ![icoPosted](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72036.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) ![icoBilled](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72035.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A17Z&se=2026-11-14T12%3A08%3A17Z&sr=c&sp=r&sig=bM0mL2SOvJNFLR%2Fe0m8r3Z1U%2FQJZJz7AmSSznuq999I%3D) | Indicates an unposted payment. Indicates a posted payment. Indicates a billed payment. | | Account # | Unique identifier of the customer account. | | Billing Group | Billing group assigned to customer account. | | Amount | Dollar value of the payment that has been entered against the customer account. | | Payment Type | Identifier of the form of payment made. | | Description | Text explanation of the payment. | | Payment Date | User entered date of when the payment was entered into the system. | | Apply Invoice Number | Invoice number that the payment is associated with, if applicable. | | Check Number | Number of the check for the payment, if applicable. If the payment is posted, this is a read-only field. If the payment is not posted, you may edit this field. | | Batch Number | Number assigned to track the payment. The date when the payment is entered into the system. | | Last Modified | Date and time the batch was last modified. | | User Name | Login ID of the user who modified the record. | | Account Status | The current status of the account, such as Active, Disconnected, Suspended. | The Payments window shortcut menu options include the following: | Edit | Modify the selected payment. See [Modifying Payments](/v1/docs/modifying-payments). | | --- | --- | | Delete | Delete the payment. > [!NOTE] > Note > > This option is not available if you are in the Payments for Batch # window. | | Drop from Batch | Removes the payment from the selected batch. > [!NOTE] > Note > > This option is displayed when the Payment is a member of a controlled, Open Batch. | | Make Controlled Batch | Displayed when the selected Payment is a member of an uncontrolled batch. > [!NOTE] > Note > > This item is not displayed when showing the Payments for a Controlled Batch. | | Block | Block the payment if you suspect that a payment is entered incorrectly. See [Blocking/Unblocking a Payment](/v1/docs/blocking-unblocking-a-payment). | | Unblock | Unblock the payment to continue processing the payment. See [Blocking/Unblocking a Payment](/v1/docs/blocking-unblocking-a-payment). Do not override a Hold. | | Reverse | Reverse the payment. This means that the payment is debited from the account. Usually payments are reversed because a customer's check was returned for insufficient funds. A separate Adjustment must be made to charge the Returned Check Fee. See [Reversing a Payment](/v1/docs/reversing-a-payment). | | Restore | Reinstate the payment. You can only restore a payment if it is a previously reversed payment (indicated by a red “x”), and a payment that has not had billing run yet. **Notes:** - This option is available on the Payments for Batch # window if you accidentally reversed the wrong payment and the error needs to be corrected immediately. - This option is not available on the Balances tab. See [Restoring Payments](/v1/docs/restoring-payments). | | View | View payment details in the View Payment window. See [Add/Edit/View Payment Window](/v1/docs/add-edit-view-payment-form). | | View Customer | View the customer record. | | New | Create a new payment. See [Adding Payments](/v1/docs/adding-payments). |