Manage Payments Made

The payments that your record for your vendors can be filtered and sorted in many ways.

In this page…

Types of Payments

Payments Made in Zoho Books are of different types:

Filter Payments

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

Filter Payments

If you want to filter the payments made 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 have set.

Scenario: Patricia wants to view all the payments made 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 made:

New Custom View

Enter a name for your custom view. If you use this custom view frequently, you can select the Mark as Favorite option.

Add criteria for the custom view based on the fields in the payments made. You can add multiple criteria by clicking + Add Criteria.

Column Preferences
Choose the fields 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 the user who gets access to this custom view.

This custom view will be shown when you click the All Payments Made dropdown in the Payments Made 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 Made

Rearrange Columns

In the Payments Made module, you can choose the fields 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.

Export Current View

If you have filtered your payments, or rearranged the columns in your payments made, then you can export that particular view of your payments. Here’s how:

Export Current View Export Current View

Refresh List

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

Refresh Payments

Next >
Other Actions for Payments Made


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