Filters are a way to quickly narrow down the payments that you’re viewing based on a common data point. Need to find everyone who has paid with a credit card? Filters make these tasks easy.
To filter payments in your Regpack system, first make sure you are in the Payments interface by selecting the “Payments” tab located under the Regpack logo.
How to Create a New Payment Filter
Start by clicking into the “Search” bar at the top left of the screen, then click “Payments” at the bottom right of the pop up menu. You can also simply start typing to narrow your selection.
Click the type of information that you’d like to filter — for example, Payment Method.
Choose the item to filter for and it will apply immediately.
Payment Filter Options
There are a lot of options for filtering based on payment status, including:
- Applicant payment status
- needs to close balance
- needs to be refunded
- paid in full
- paid something
- paid nothing
- not on autobill
- on autobill plan
- autobill payment overdue
- on autobill without a payment method
- by specific autobill plan
- Payment Amount
- Payment date
- Name of Payee
- Email of Payee
- Last 4 digits of payment method
- Payment status
Add Additional Payment Filter Conditions
Once you have selected the type of information you want to filter for, you can then add additional conditions, such as products ordered or specific data from a form.
Adding additional conditions will allow you to filter for different criteria all together. You can add “and” or “or” conditions to your filters, and add filter blocks as well to further narrow down your search.
- When you filter on more than one data point, the default setting will show as “And” in between each data point. This option means that you’ll only see users who have all of the data points you’ve selected.
- If you want to do a more general search, you can change this setting to “Or”. This option means that you’ll see users who have any of the data points you’ve selected.
- The filter will automatically apply upon the change.
Edit a Filter
After you’ve run a filter, you can edit the settings by clicking the green drop-down arrow on the data point. Click the option you wish to change it to. Once complete, click “Done”.
Clear a Filter
To clear a filter and go back to seeing your entire user list, hover your mouse over the drop-down arrow and click “Clear Filter”. The filters will automatically remove.
Save a Filter
If you have a filter that you use often, you can save the filter into “Saved Filters”. Click “Save Filter”, create a name, and save.
To view and apply your saved filters, first start by clicking into the search bar. Make sure you are in the “Saved Filters” tab.
Click the filter you created and it will automatically apply.
Edit the Name for a Saved Filter
First click on the filter to run it, then click on the name to display the edit options. Make your changes and then click “Save”.
Delete a Saved Filter
First, click on the filter to run it. Next to the drop-down arrow, click “Delete Saved Filter”.
The filter will automatically delete and you will receive a green pop up message confirming, “Saved Filter Deleted”.