This explains how to filter Payment Requests in Unity® Practice Management.

Accessing Payment Requests

1. Click on the Money icon, and select Payment Requests

2. All Payment Requests in the system will be displayed

   

   When hooked into a case, you will see Payment Requests related to that case

Filter by Case

1. Click All >

   

2. Search for a case by entering keywords or selecting from recent cases

   

3. Payment Requests for the case selected will be displayed

4. Click on the X to remove the filter

   

Filter by Reference

1. Click All >

   

2. Select if you want to filter by Bill/Invoice No or Transfer Reference

3. Search for the Bill/Invoice No or Transfer Reference

   

4. Click on the X to remove the filter

   

Filter by Status

1. Click All >

   

2. Select the Status

3. To remove the filter, click Clear Status Filter

   

Related Article

Create a Payment Request Link