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Payments: Views

Full description of the Views, Sort, & Filter Options

Ryan Goetz avatar
Written by Ryan Goetz
Updated this week

Payments has a lot of data, and via the options below we allow you to precisely search your outstanding and previously paid bills.


Views

Default Views:

  • Open Bills: Open bills are those unpaid or partially paid. They all have a positive balance that requires payment.

  • Closed Bills: Closed bills are pending, or have been paid and successfully moved to your connected system.


Sort Options

  • Due Date

  • Bill Total

  • Inserted At

  • Invoice Date

  • Invoice Number

  • Vendor


Filter Options

Status

  • Open Bills

    • Unpaid

    • Partially Paid

    • Rejected

    • Voided

  • Closed Bills

    • Deleted

    • Pending

    • Scheduled

    • Paid


Bill Data

  • Vendor

  • Due Date

  • Invoice Number Contains

  • Bill ID

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