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The Payments/Billings Search action lets you query all payment or billing records across your lease portfolio with flexible filtering options.
1

Open the search

From the lease home, click Payments/Billings Search.
2

Choose payments or billings

Use the radio buttons at the top to select whether you are searching Payments or Billings.
3

Run a broad search

To retrieve all records, click Search without entering any criteria.
4

Filter results

You have two ways to filter:Option A — Column filters: Enter criteria in the blank row above the results table and press Enter. For example, type a lease number in the lease number column and a payment type in the payment type column. Multiple column criteria are combined with AND logic.Option B — Top-section fields: Use the search fields in the upper section of the form (Lease Number, Payment Type, and others), then click Search.
Prefix search values with % to find partial matches. For example, %Base matches any payment type containing “Base”.
5

Export results

Click Export to download the results table to Excel.
6

Reset

Click Reset to clear the top-section search fields and start a new query.
The more criteria you enter, the narrower your results. Combine lease number and payment type filters to drill down to exactly the records you need.