Skip to content
English
  • There are no suggestions because the search field is empty.

What is the All Invoices Dashboard?

Use the All Invoices Dashboard to quickly find information related to payments for programs and seasons.

What is the All Invoices Dashboard?

The All Invoices Dashboard is a powerful tool for managing payments related to programs and seasons. It allows you to quickly access detailed information about invoices, payment status, and more, making it easier to track and modify payment records.

How to Access the All Invoices Dashboard

Step 1: Log in to the Playbook Back End

  1. Go to the Playbook back end of your website:
    mywebsite.playbookapi.com/control_panel

Step 2: Navigate to the Invoices Section

  1. From the top navigation bar, select Reporting.

  2. Click on Financial, then select Invoices to access the All Invoices Dashboard.

Using the All Invoices Dashboard

Once you're in the All Invoices Dashboard, you can use various features to manage your invoices.

Step 3: Use the Filter Panel

  1. On the left side of the page, you will find the filter panel.

  2. Use the filters to narrow down invoices based on:

    • Program group

    • Payment status

    • Other criteria such as credit card on file or invoice paid status.

Tip: This customization helps you quickly check the registration and payment status of customers.

Step 4: Switch Between Tabs

  1. Use the General and Payments tabs to view different sets of information.

    • General tab: Displays basic invoice information.

    • Payments tab: Displays payment-related details for each invoice.

Step 5: Modify Filters and Columns

  1. Adjust Filters:

    • The filters above the report tabs allow you to search by user name/email and adjust the date range.

    • The filters on the left can be used to select specific criteria such as program, payment status, and more.

  2. Modify Columns:

    • Click on the Modify Columns button to choose which columns to display on the General and Payments tabs.

    • Customize your view based on the most important data for your needs.

Important Notes

  • Filter Customization: Adjust the filters to quickly locate the information you need based on specific criteria (e.g., program or payment status).

  • Modify Columns: Use this feature to ensure that you are viewing the most relevant columns for managing your invoices.

Summary

The All Invoices Dashboard is designed to help you manage and track payments for programs and seasons. By using customizable filters and modifying columns, you can quickly access and manage detailed payment information.