Online Help
Quick Search and Filters
The
Merchant Interface
has quick search and filters to make it easier to find
invoices.Quick Search
Use Quick Search to search for invoices intuitively.
When you use quick search without a filter, the results match these categories:
- Invoice Number
- Payer Name
Click
Click or tap
Tap
the quick search suggestion to view invoices that meet the search
criteria. Some quick search suggestions become filters.
To clear Quick Search,
(clear).
click
click or tap
tap
(clear)You can also search by date range by selecting the desired date range in the menu next
to the search box.
Using Quick Filters
Use quick filters to view invoices that might
require action.
Quick filters consist of these options:
- Overdue
- Shows invoices that are past the due date and are unpaid or partially paid.
- Partially Paid
- Shows invoices that have been partially paid but have a remaining outstanding balance.
- Unpaid
- Shows invoices that have not been paid.
- Drafts
- Shows invoices that must be completed before sending.
- Paid
- Shows invoices that have been completely paid.