Need to quickly find specific payments in your system? Filtering your payments helps you locate and monitor payments at every stage of the process. Instead of scanning through your entire payment history, you can instantly filter payments by their current status and their frequency.
Simply select the status you want to view, and your payment list will update to show only the relevant transactions.
Filtering by status
1- Select the Payments tab.
2- Select the status button to open the status drop-down.
3- Select the status or statuses you wish to filter by.
4- Select apply.
5- The payments with the filtered status will then be listed below. You can then add additional filters if you wish.
6- Select Clear filters to unfilter the list of payments.
Filtering by frequency
1- Select the Payments tab.
2- Select the frequency button to open the frequency drop-down.
3- Select the frequency you wish to filter by.
4- The payments with the filtered frequency will then be listed below. You can then add additional filters if you wish.
5- Select Clear filters to unfilter the list of payments.
You can filter by both status and frequency simultaneously