Filtering Invoices in Subscribe
The filters allow you to search for a list of invoices you seek by filtering out unwanted results.
Pages associated with the billing menu typically include large volume of results. This is why they do not display results by default when you initially access them. Instead, the filtering screen lets you search for the required records. The search results appear for the page throughout the session.
Invoices Filtering Considerations
Use the following guidance and considerations to improve filtering performance:
- When filtering by multiple fields such as ID and Status, the displayed results displayed match both the ID AND the Status values you entered. Fields in which you type a value, filter for that value. A search for customer Pete Johnson, for example, will not return results for Peter Johnson. A search for customer Pete, will display results for Peter Johnson.
- The filtering screen includes key search fields, displayed with a light blue background for specific fields. At least one key search field (with a blue background) must be used in order to search.
- Filtering with multiple input details improves the list of returned results and the speed of their return.
- Up to 50,000 results will be displayed per search.
Invoice Filters
| Field | Previous Naming (Portal 1.0) | Guidance | Relevancy |
|---|---|---|---|
| Currency | N/A | Select the relevant Currency for the Invoice you are seeking. | Optional |
| Customer Email | Customer Email | Also Known as Account Email. Enter the Email address of the customer account (associated with the invoice) in the typical format XXXX@example.com | Optional |
| Customer ID | Merchant Customer ID | Also known as Account ID. Enter the unique identifier for an account associated with the Invoice. | Optional |
| Customer Name | Customer Name | Also Known as Account Name. Enter the Customer’s full name—typically corresponds to the name associated with the payment method on the account. | Optional |
| ID | Invoice ID | Your unique identifier for the Invoice you are seeking. | Optional |
| Payment Method | Payment Method Type | Select the relevant payment method from the dropdown list. For a list of supported payment methods, see Account Payment Methods Pane. | Optional |
| Status | N/A | Select the relevant invoice status from the dropdown list.
Select from:
| Optional |
| Subscription ID | AutoBill ID | Enter the unique identifier for the subscription associated with the invoice you're seeking (when available). | Optional |
| Created Date Between | Created Date Range | Define the date range during which the invoice was created.
Use the Calendar picker to select your date range, or enter dates directly in the fields. | Key field, at least one is required to filter. |
How to Filter
To filter the page, do the following:
- Enter the relevant value by which you'd like to search in the key fields (blue background). You can also search by additional fields. Refer to the tables for guidance regarding the filter fields.
- Click Apply to filter the results.
A list of the results appears. If there is only one result, the details page opens immediately.
- To change the filter query, click Change Query and enter the relevant values.
- To clear your filter parameters, click Clear.