V3 Credits Screen – Filters

Filters are a useful way to customize the Credits Screen (Accounting > Credits). You can click All saved filters to view common filters:


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 Credits list:


This will reveal the list of all possible filters:

  • Account
  • Account Balance
  • Account Starts With
  • Account Type
  • City
  • Credit Balance
  • Date Range
  • Has Tags
  • Postal Code
  • Refunded
  • 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:


From here, if the results do not give you what you're 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:


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


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


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

Additionally, you can use the search bar at the top of the table to search for Accounts within the current filtered results.

Note: If you're using an Account Name filter, the search bar will not override the Account Name filter. It will only search within the current results.


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