CLEO Payment Finder

Payment finder will allow the user to search by payment type or a specific amount during a designated time frame to locate a payor.

1. Click on the drop down to select a payment type to search by.
2. If the exact dollar amount paid is known, fill out the Amount box.
3. Select the date range.
4. Click Search.

1. Click Export to create an excel document of the results.
2. Click the pencil next to the customer’s name to review the customer file.
3. Click Clear to remove previous search items.