Installment Plans Screen - Filters

Filters are a useful way to customize the list of V3 Installment Plans (Accounting > Installment Plans). You can click All Saved Filters to view pre-built, Common filters:

mceclip0_-_2020-11-30T152109.711.png

Any filters you create will appear here under the Added by me column. If there is very specific information you want to see, it's a good idea to create your own filters. To get started, click Add Filter from the Installment Plans List:

mceclip1_-_2020-11-30T152122.176.png

This will reveal the list of all possible filters:

  • Account
  • Account Balance
  • Account Starts With
  • Account Type
  • Annual Value
  • Billing Day
  • City
  • End Date Range
  • Has Tags
  • Last Bill Date
  • Packages
  • Plan Name
  • Postal Code
  • Services
  • Start Date Range
  • States/Provinces
  • Status
  • Street Address

Each filter has different criteria. Click on any of them to set specific parameters. Once you've applied a filter, it will appear on the left in a gray box:

mceclip0_-_2020-11-30T152140.856.png

From here, if the results to not give you what you are looking for you can click the "x" to delete the filter or click Add filter to apply additional filters. If you are finished adding filters, click Save. This will open the Save dialog. Give your filter a name and click Save:

mceclip1_-_2020-11-30T152155.016.png

You will remain on that filter view but the name will now be updated:

mceclip2_-_2020-11-30T152209.023.png

If you click on All saved filters you will see your new filter in the "Added by me" column:

mceclip3__86_.png

To create a new filter when you are on a current filter view, click Clear all filters to start over. 

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?