Search and filter the Payment Log

You can locate specific payments or narrow the Payment Log results by using the search and/or filter functions. The Filter From and Filter To boxes must be filled in, but entering search criteria is optional.

To locate a specific payment by using the search and filter functions:

  1. Navigate to Policies > Payments > Payment Log.
  2. In the Search box, complete one of the following:
    1. Leave the box blank to view payments for all policies within a specific date range.
    2. Type the payor or payment amount of the payment you want to find.
  3. In the Filter From (MM/DD/YYYY) boxes, type the beginning date of the date range.
  4. In the Filter To (MM/DD/YYYY) boxes, type the ending date of the date range.
  5. Select Search or press Enter/Return on your keyboard.