Custom search criteria for payment records

SigningHub Admin provides a comprehensive search facility to search payment records. In this regard, you can either manage (Create & Delete) your own search criteria to target a specific payment transaction, or you may retrieve the desired records on the basis of:

• Transaction Type (i.e. failed payment, cancelled payment, etc.)

• Account Owner Name

• Account Owner Email

• Agreement ID/ Customer ID

• Transaction ID/ Charge ID

• Enterprise Name

• Service Plan

• Billing Mode (i.e. Online, Offline, or Trial)

• Plan Type (i.e. Pay Regularly or Pay As You Go)

• Payment Mode (i.e. Monthly or Annually)

• From and To Dates

Create your custom search criterion

If you want to save a search criterion for future use:

1. Click the 'Billing' option from the navigation panel. The 'Billing' screen will appear.

   
2. Click in the search bar.

3. The "Search" dialogue will appear. Specify the search parameter(s) (as listed above) and click the "Search" button to retrieve the desired payment record(s). Specify multiple parameters as required to confine your search.

4. Now specify the name for this search criterion in the "Advanced search name" field and click . A new search criterion will be created. The newly created search criteria will start appearing inside the menu in the search bar under the "Saved Searches" heading.

Delete a search criterion

To delete your saved search criteria:

1. Click the 'Billing' option from the navigation panel. The 'Billing' screen will appear.

2. Click on the menu in the search bar, and navigate to the 'Saved Searches' heading.

3. Click adjacent to the saved search (to delete) from the drop-down.

4. The system will prompt to confirm the deletion. Click the "Yes" button.

Download the payment records to Excel

You can also export the searched payment records to an Excel sheet file (xlsx). For this:

1. Click the 'Billing' option from the navigation panel. The 'Billing' screen will appear.

2. Search for the desired payment records.

3. Clickavailable at the bottom of the 'Billing' screen. The Excel sheet file is downloaded to your local Downloads folder.