Sales - How to filter my payment Type

Sales - How To Filter by Payment Type

Article Contents:

This article contains step-by-step instructions on how to filter a payment type under the SALES module.

Step By Step:

Step 1Select the SALES module from the module navigation menu. The system will open a recent order window. 




Step 2: Select the payment type from the Payment Methods drop-down list. To see every payment type leave this drop-down as the preselected All Payments Methods. After a payment selection is chosen, click the Search button. The system will show all orders for the selected payment method. 







    • Related Articles

    • Sales - How To Filter By Date

      Article Contents: This article contains step-by-step instructions on how to filter sales orders by date under the SALES module. Step By Step: Step 1: Select the SALES module from the module navigation menu. The system will open a recent order window. ...
    • Sales - How to Search By Order Details

      Article Contents: This article contains step-by-step instructions on searching sales by customer, member number, or order ID. Step By Step: Step 1: Select the SALES module from the module navigation menu. Step 2: Enter the Order Id in the search ...
    • Sales - Payment status.

      Article Contents: This article gives step-by-step instructions on how to view a payment status in sales history. Step-By-Step: Step 1: Select the SALES module from the module navigation menu. The system will open a Recent Orders window.  Step 2: In ...
    • Module Overview - Sales History

      Article Contents: This article contains step-by-step instructions on the sales history tab. Step By Step: Step 1: Select the SALES module from the module navigation menu. In the Recent Orders window, you can see the Orders list details with the ...
    • Sales history - re-open an order from sales history

      Article Contents: This article provides a step-by-step guide on how to re-open a sales order or pending order from the Recent Orders window. Step-By-Step: Step 1: Select the SALES module from the module navigation menu. This will open the Recent ...