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How to hide, search, and filter your payment plans
How to hide, search, and filter your payment plans

Step-by-Step guide on how to Hide, Search, and Filter your payment plans

Alex Asadpour avatar
Written by Alex Asadpour
Updated this week

This guide provides a clear and structured approach to managing payment plans in your management account, ensuring ease of use and clarity in your operations.

Here’s a detailed guide on how to hide, search, and filter your payment plans in your management account:

Hide Your Payment Plans

By hiding a payment plan, it remains active but is visually removed from your account interface.

  1. Log into Your Account: Start by logging into your management account.

  2. Navigate to Payment Plans: Go to the payment plan section.

  3. Edit Your Payment Plan: Click on the edit icon located at the top right of your preferred payment plan.

  4. Edit Payment Plan Information: Select "Edit"

  5. Hide Payment Plan: Choose "Hide Payment Plan" and set it to "Enabled."

  6. Click on "NEXT" and review your changes. Confirm by clicking on "CONFIRM."

Now, your payment plan is hidden. To view hidden payment plans later, click on “Show Hidden Plans” at the top right of the page and select "Yes." Hidden plans will appear in gray, distinguishing them from other payment plans.

Filter Your Payment Plans

You can filter payment plans in two ways:

  1. By Plan Type: Choose between Simple, Conditional, or All. Selecting "Simple" shows only plans with a simple payment pan, while "Conditional" displays conditional plans.

  2. By Auto-Start: Filter plans based on their auto-start feature. Options include showing plans with auto-start enabled or disabled.

Sorting Your Payment Plans

You have two options for sorting your payment plans:

  1. Sort by Description, Wallet, and Timezone: Arrange plans based on these criteria for better organization.

  2. Sort Alphabetically: Alphabetical sorting helps in quickly finding specific plans.

Searching for Specific Payment Plans

Lastly, you can search for a specific payment plan by typing its name, description, fee, or other relevant details into the search bar.

Related Article: How to create a payment plan

Need help with anything else? Contact the Plugzio customer care team to have a chat with one of the specialists and discuss your concerns.


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