Manage Payments Received

The payments that your record from your customers can be filtered and sorted in many ways.

In this page…

Types of Payments

Payments received in Zoho Billing are of two types:

Payment Types

Filter Payments

You can filter payments received based on their types. Here’s how:

Filter Payments

If you want to filter the payments received based on certain parameters of your own, you can do it through custom views. Learn more about Custom Views.

Custom Views

Custom Views can be used to filter your payments based on certain criteria that you wish to set.

Scenario: Patricia wants to view all the invoice payments whose amount is greater than $1000. She creates a custom view and sets the criteria as: amount is greater than 1000 and payment type is invoice payments.

To create a custom view for the payments received:

New Custom View
Fields Description
Name Enter a name for your custom view. If you use this custom view frequently, you can select the Mark as Favorite option.
Criteria Add criteria for the custom view based on the fields in the payments received module. You can add multiple criteria by clicking + Add Criteria.
Column Preferences Choose the fields that have to be displayed in the custom view that you’re creating. You can move fields in the Available Columns to the Selected columns by clicking the + icon next to them.
Share Custom View Choose who gets access to this custom view.

This custom view will be shown when you click the All Received Payments dropdown in the Payments Received module.

You can edit this custom view by clicking the Edit icon next to the custom view.

Edit Custom View

To delete the custom view:

Delete Custom View

Sort Payments

You can sort the payments based on their different columns or fields. Here’s how:

Sort Payments Received

Rearrange Columns

In the Payments Received module, you can choose which fields are to be displayed in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

Rearrange Columns
Insight: Fields which are mandatory (marked by **) cannot be unchecked.

Refresh List

You can refresh the list of your payments received. Here’s how:

Refresh Payments

Next >
Other Actions in Payments Received


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