Save 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.