Sample View: Outstanding Balances

Create and save an Orders View to show which Orders have an Unpaid or Partially Paid balance due.

To create this View apply a Filter and select the Display Fields.

For more on saving Views, see Related Articles below.

  1. Go to Orders > Options > Add Filter.
  2. Select Order Field as the Filter Type and the Payment Statuses you do or do not want to see.
  3. Save the Filter.add payment filter
  4. Click Add Display Fields.
    Select Fields by clicking on them in the left All Fields column and they will move to Selected Fields column on the right. 
  5. Add necessary Fields, including Payment Status, Total Paid, Total Due and Total Price.
  6. To arrange the order of the Fields to your preference click, hold the double-sided arrow on the left and drag Fields up or down. Use the minus icon to the right side of a Field to remove it.edit display fields
  7. Apply your changes.
  8. The View shows the Filter you applied at the top and the selected Fields as columns.
    Save this View for quick access in the future.view filtered for unpaid and partially paid orders

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