View Recurring Payments History

This article details how to view your recurring payments history and use filters to narrow your search.

The recurring payments history page indicates the status, creation date and final interval date, total amount with interval and recipient name. Filtering options are available to help narrow your search.

View Recurring Payments History

1. On the Home page, click the RECEIVE card.

2. Click the Recurring Payments card. You will be directed to the Recurring Payments History page.

3. The Recurring Payments History page will display all recurring payments created in your account. The recurring payments history page indicates the status, creation date and final interval date, total amount with interval and recipient name.

Filtering Options

1. In the Recurring Payments History page, narrow your search using the following filtering options:

   1. Date Filter: click the Date filter to display the recurring payments list based on the selected date.

   2. Search Bar: enter the keywords to display related items.

   3. Status: click the Status Filter icon to expand the status selection list. You can filter the displayed receivables based on the selected status; Completed, Attention, Pending, Active, Paused and Cancelled.

   4. Subscription Plan: click the Subscription Plan filter icon to view and select from the available subscription plans saved in your account. This lets you display only those recurring payments that match the chosen plan.
   5. Payment Method: click the Payment Method filter icon to expand the list of available payment methods. Filter the recurring payments by selecting the method used, such as Credit Card or eCheque.

   6. User Filter: click the User Filter icon to expand the filter selection list. You can filter the displayed receivables based on the users that created them. To display all the receivables that you created, select Mine only.

   7. Export: click the Export button to download the filtered list of recurring payments as a CSV file, making it easy to analyze or archive your data.

2. Find and click the recurring payment that you want to view from the list. You will be directed to the Recurring Payment Details page. On this page, you can view the summary of the transaction, the details of the recurring payment and the historic transaction log.