Filtering and Searching for Payment Batches
Filter and Search options in the Payment Manager page help you quickly locate desired payment batches.
Filtering Payment Batches
You can filter payment batches by the following criteria, either one at a time or any combination of these filters:
- Provider
- Trade
- Category
- Location
- Scheduled Date
⦿ How to Apply Filters
- In the Filters section of the Payment Manager page, open the desired filter drop-down (for example, Provider), and select a desired value. The selected value appears under the filter drop-down, and the applicable payment batches appear on the right.
- (Optional) To add additional values for the same filter (for example, provider), repeat step 1 as many times as required. The list of payment batches refreshes.
- (Optional) Apply additional filters following steps 1 and 2 above.
Clearing Filters
Once you are done filtering the batches, you may clear the filters by clicking the Clear All Filters in the bottom of the Filters section.
Searching for Payment Batches
You can search for payment batches by invoice number and/or batch ID.
⦿ How to Search for Payment Batches
- In the Filter by /Search for section of the Payment Manager page, enter the invoice number and/or Batch ID, and click the search icon next to it. Payment batches list accordingly.
