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How do I filter and manage Payments?
How do I filter and manage Payments?
Tabea Hördemann avatar
Written by Tabea Hördemann
Updated over a week ago

Would you like to have an overview of all payments and filter them according to certain criteria?

Filter options

You will find an overview of all incoming payments under Accounting > Payments.

In the list of payments you have certain filter options, according to which you can filter in the search field.

  1. Name and/or surname ---> Paul Personal (green box)

  2. Payment number ---> ZA18076 (red box)

  3. Product/order ---> 10-session card (yellow box)

Date range:

Please note that the default date display is always the last 30 days.

Important: Note that the list of sales and the list of payments are not identical. A sale may have taken place much earlier than a payment.

Payment methods:

Filter by different payment methods

Cancel payments:

In the list of payments, you can also cancel individual payments. Find out how to do this here.

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