How to Track the Payer Status, Filter, Export and Activate
2. From "Finance"
3. Click "Transactions"
4. Under "Payers"
5. Click the "Search by Child or Payer" field to look for a specific child/payer.
6. Click Enter to Search
7. Filter With "Balance"
8. From the drop-down menu.
9. Balance Filter Options
10. For Example, click "<"
11. Higher than $10
12. Click "Apply" to get the results.
13. Filter with "Payer conditions"
14. Filter With Children With Unassigned Payers.
15. Click "Apply"
16. Or you can filter with Payers without invoices or Payers without a payment method.
17. Click here.
18. Click "Apply"
19. Filter With "Status"
20. Filter with "Active" or "Not Active" payers.
21. Click "Apply"
22. Filter with "Auto Pay" To know who got autopay activated.
23. Click here.
24. Click "Apply"
25. Filter With "Invoice & Reminder Automation" who got an invoicing rule assigned.
26. Click here.
27. Click "Apply"
28. Click "More filters"
29. Filter with specific "Invoice rule name"
30. Click "Apply"
31. To reset your filters and go back to the defaults click on "Reset" button.
32. You can bulk send activation links to all payers that do not have their account activated from the "Send Activation Link" button.
33. Click "Send Activation Link"
34. Click "Send ( 10 ) Activation links"
35. You can export from the "Export" button here.
36. Choose whether to download the report either on "CSV" or "Excel".