How to Search and Filter Your Payments

Overview
Quickly locate payments by date range, client, project, status, or gateway.

Steps

1. Go to Finance > Payments.

2. Use the date picker to set Start Date To End Date.

3. Filter by Client, Project, Payment Gateway, or Status.

4. Enter free-text in the search box (invoice number, transaction ID).

5. Click Filters to combine multiple criteria.

Tips

• Save common filters in your browser bookmarks for one-click access.

• Clear filters regularly to avoid missing new entries.

Troubleshooting & FAQs

• Q: Filters return no results but I know payments exist.

  • A: Check your date range and clear other filters.

• Q: I only see 10 entries.

  • A: Increase “Show entries” at the bottom or use Export to get all.