View Payment Filters

By default all the payment records are displayed in the grid when you browse the "Billing" section. However, SigningHub Admin provides certain payment filters that may classify these records into different categories. The filters are:

Payment Filters
Filter	Description
Online Payments	Use this filter to view all the online payments of SigningHub. All those payment records will be displayed that have either been made through Worldpay or any other configured online payment channel.
Offline Payments	Use this filter to view all the offline payments of SigningHub. All those payment records will be displayed that have been added manually through SigningHub Admin.
Failed Payments	Use this filter to view all the failed payments of SigningHub. All those online payment records will be displayed which got failed due to any technical reason.
Cancelled Agreements	Use this filter to view all the cancelled agreements of SigningHub. All those agreements will be displayed which have been cancelled for any reason, i.e.: The service plan has been upgraded, or The customer has cancelled their billing agreement, or The enterprise account has been deleted from the system, or The administrator of the payment gateway cancels the agreement, or The credit card has expired

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View the payment filters

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

   
2. Click on the menu in the search bar, and select the desired filter from the list to view the respective payment records.

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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.