New Features: Filtering and Search

Posted by Dodd Caldwell · Nov 21, 2013

We’re excited to announce a couple of new features many of you have been asking for:

Filtering for Payments and Recurring Plans

You can now filter payments and plans in your MoonClerk dashboard. You can also export the specific payment and plan data you’ve chosen in your filter choices.

For payments, you can filter by:

  • Payment Form
  • Recurring Plan
  • Payment Date
  • Payment Amount
  • Status

Learn how to filter payments

For recurring plans, you can filter by:

  • Payment Form
  • Status
  • Checkout Date
  • Next Payment Attempt Date
  • Amount

Learn how to filter plans

Search for Payments and Recurring Plans

You can now search for specific plans and specific payments. With payments, you can search by the payer’s name, the payer’s email, or the payment reference ID. With recurring plans, you can search by the payer’s name, the payer’s email, or the payer reference ID.

If you have any questions or feedback, please let us know.

Photo by Flicker user Alask Raanes

 

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