## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# Manage Payments Received

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

## Types of Payments

Payments received in Zoho Billing are of two types:

*   **Invoice Payments**: Payments you record for customers’ invoices.
*   **Retainer Payments**: Retainer payments that you apply on invoices.

![Payment Types](/billing/images/help/images/payments/payment-types.png)

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## Filter Payments

You can filter payments received based on their [types](/en-sg/billing/help/payments/payments-received/manage-payments.html#payment-types). Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Click the **All Payments Received** dropdown on top of the page.
*   Select the type of payment you want to want to filter.

![Filter Payments](/billing/images/help/images/payments/filter-payments-received.png)

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](/en-sg/billing/help/payments/payments-received/manage-payments.html#custom-views).

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## 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:

*   Go to _Payments_ > _Payments Received_.
*   Click the **All Received Payments** dropdown on top of the page.
*   Select **\+ New Custom View**.
*   Fill in details in the **New Custom View** page.

![New Custom View](/billing/images/help/images/payments/new-custom-view.png)

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](/billing/images/help/images/payments/edit-custom-view.png)

To delete the custom view:

*   **Edit** the custom view.
*   Scroll to the bottom of the page and click the **Delete** button.
*   Click **Yes** to confirm.

![Delete Custom View](/billing/images/help/images/payments/custom-view-share.png)

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## Sort Payments

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

*   Go to _Payments_ > _Payments Received_.
*   Click the column which you want to sort.
*   The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

![Sort Payments Received](/billing/images/help/images/payments/sort-payments-received.png)

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## 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:

*   Go to _Payments_ > _Payments Received_.
*   Click the **Table** icon on the left side of the page.
*   Select the fields that you want to display.
*   Rearrange the order of the columns by dragging and dropping the icons next to them.
*   After making the changes, click **Save**.

![Rearrange Columns](/billing/images/help/images/payments/rearrange-columns.png)

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

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## Refresh List

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

*   Go to _Payments_ > _Payments Received_.
*   Click the **Refresh** icon on top of the page.

![Refresh Payments](/billing/images/help/images/payments/refresh-payments.png)

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**Next >**  
[Other Actions in Payments Received](/en-sg/billing/help/payments/payments-received/other-actions.html)

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**Related**

*   [Overview - Payments Received](/en-sg/billing/help/payments/payments-received/)
*   [Basic Functions in Payments Received](/en-sg/billing/help/payments/payments-received/basic-functions.html)
*   [Functions in Payments Received](/en-sg/billing/help/payments/payments-received/functions.html)
*   [Payments Received Preferences](/en-sg/billing/help/payments/payments-received/preferences.html)