As we already introduced you all about Default Checkbook Payment type in our earlier blog. So let’s discuss about the View Dropdown option in checkbook here in this blog.
This View feature is available on the Checkbook Payment Screen which contains the payment status information.
To see this feature, Go to Checkbook–> on Checkbook Payments.
This is the most useful option in the Checkbook Payment screen from where users can customize the view is:
- Users can add a New View option by just selecting the “New View” option from the same screen i.e., Checkbook Payments.
- Users can Edit View option by just selecting the “Edit View” option from the same screen.
View Dropdown works as a Filter from which users can sort the payments according to their status, for example All Payments, Non-synched Payments, Voided, Printed, Expired, Refunded, Paid, Unpaid, Mailed, Failed, In process.
- By selecting the All payments option from the View Dropdown list, user will get all the Payments which includes the above-mentioned list of view dropdown.
- By Selecting the Non-synced Payments option from the View Dropdown list, User will get all the payments which are not yet synched.
- By Selecting the Voided Payments option from the View Dropdown list, User will get all the payments which are Voided.
- By Selecting the Paid Payments option from the View Dropdown list, User will get all the payments which are Paid.
- By Selecting the Unpaid Payments option from the View Dropdown list, User will get all the payments which are Unpaid.
- By Selecting the In-Process Payments option from the View Dropdown list, User will get all the payments which are In-Process.
So, this filtering feature of view Dropdown provides easiness to the users to sort the payments according to their Status.
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