"Fetch" allows you to easily search or filter for collected payments. Look out for the tagging option which helps identify customers that are new or are at risk of paying late.

Search

Easily search for keywords for quick navigation to customer invoices. Keyword options include:

  • Customer Name

  • Company Name

  • Invoice Number

Filter options

Alternatively, use the powerful filter options to define specific payment groups. Filter options include:

  • Status - Request Sent/Payment Under Review/Payment In Progress/Completed/Overdue/Draft/Refund/Cancelled/Other

  • Date Sent - Last week/Last month/Last three weeks/Last three months/Custom

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