Payment Tracker Filters

To help you quickly use the Payment Tracker screen, you are able to save and use search criteria filters. Using saved filters will help you pull the information you need faster.

Follow the steps below to save filters.

1. Select Payment > Payment Tracker.

2. Enter your Search Criteria.

3. Click the Save link.

4. Add a Name to your filter.

5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

6. Click Save.  

1. Select Payment > Payment Tracker.

2. Click the Load link.

3. Click on the Filter you wish to use.

1. Select Payment > Payment Tracker.

2. Click the Load link.

3. Click on the Filter you wish to update.

4. Enter your updated Search Criteria.

5. Click on the Save link.

6. Choose whether to Update Filter or Save as New Filter.

1. Select Payment > Payment Tracker.

2. Click the Load link.

3. Click on the  icon next to the filter you wish to remove.

4. Click Delete.