Use the All Invoices Dashboard to quickly find information related to payments for programs and seasons.
The All Invoices Dashboard is a powerful tool for managing payments related to programs and seasons. With this dashboard, you can quickly access detailed information on the status of each invoice recorded in the system. In addition, you can use the dashboard to modify invoices, create payment plans, add discount credits, remove a program, or add specific add-ons.
- To access your dashboard, you will need to log in to the Playbook Back End of your website. (mywebsite.playbookapi.com/control_panel).
- From the top navigation bar select Reporting, then Financial, then Invoices
Using the All Invoices Dashboard
Once you're on the All Invoices Dashboard, you can use the filter panel on the left side of the page to filter invoices by program group, payment status, and other criteria. This level of customization allows you to quickly check the registration and payment status of a customer, making it easier to manage your payment records.
You’ll be able to switch between the General and Payments tabs to view different columns
The red boxes in the screenshot above show where you can go to adjust the different filters.
- The filters on the left will allow you to filter by various criteria such as specific programs, credit card on file, invoice paid status etc
- The filters above the report tabs will allow you to narrow down your report by searching for a specific user name/email and adjusting the date range
- The Modify Columns button will give you control over what columns are displayed on the General and Payments tabs. Below you can see the various columns you can choose to display