V3 Payments Screen – Filters

Filters are critical to using the Payments Screen (Accounting > Payments). You actually won't see any Payments until a filter is applied. When you first access the Payments Screen, to get started quickly, you can either click the button in the center of the screen or the All Saved Filters link at the left to view the Common filters:

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Any filters you create will appear here as well under Added by me. 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 Payments List:

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This will reveal the list of all possible filters:

  • Account
  • Account Balance
  • Account Starts With
  • Account Type
  • City
  • Credit Card on File
  • Date Range
  • Has Tags
  • Invoice Number
  • Payment Amount
  • Payment Method Type
  • Postal Code
  • Reference Number
  • Refund Balance
  • States/Provinces
  • Status
  • Street Address
  • Submitted from Portal
  • Unused Payment Amount

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:

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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. When you are finished adding filters, click Save. This will open the Save dialog. Give your filter a name and click Save:

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

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

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

 

 

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