Payment Filtering and Search

What this feature does

The Payment Filtering and Search feature helps you find exactly the transactions you're looking for among all your payments. Instead of scrolling through hundreds of transactions, you can narrow down the list by date, payment status, payment method, or search for specific customers and reference numbers. It's like having a powerful magnifying glass that helps you locate the needle in the haystack.

Who it is for

This feature is valuable for:

• Business owners reviewing specific time periods or investigating particular transactions

• Customer service staff helping customers verify their payments or resolve payment issues

• Managers analyzing payment patterns or preparing reports for specific date ranges

• Accountants who need to isolate transactions by type or status for reconciliation

When to use it

You'll use the filtering and search tools whenever you need to:

• Find a specific customer's payment: Search by the customer's name or email to see their transaction

• Review a time period: Filter to see only today's payments, last week's revenue, or a custom date range

• Check payment methods: See how much money came in through mobile money versus card payments

• Investigate issues: Filter for only failed or pending payments to address problems

• Prepare reports: Narrow down to specific dates and payment types before exporting data

• Verify a transaction: Use the reference number a customer provides to quickly locate their payment

Key concepts

Date Range Filters

You can choose from convenient preset time periods or create your own:

• Today: All payments received today

• Last 7 days: A week's worth of transactions

• Last 30 days: A month of payment history

• This month: From the 1st of the current month until today

• Last month: The complete previous calendar month

This helps you review performance over time or match your reporting periods.

Status Filters

Narrow your view to see only payments with a specific outcome:

• All Status: Shows every payment regardless of what happened

• Success: Only payments that completed successfully

• Pending: Transactions still being processed

• Failed: Payments that didn't go through

Use this to focus on transactions that need attention or to get accurate revenue counts.

Payment Type Filters

See transactions by how customers paid:

• All Types: Every payment method combined

• Card: Only credit and debit card payments

• Cash: Only in-person cash transactions

• Mobile Money: Only mobile wallet payments

This helps you understand which payment methods your customers prefer and how much comes through each channel.

Search Functionality

Type in the search box to find payments by:

• Reference ID: The unique transaction number

• Order Number: The order or booking the payment relates to

• Customer Name: Who made the payment

• Customer Email: The email address associated with the payment

The search works in real-time, showing matching results as you type.

Combining Filters

You can use multiple filters together for precise results. For example, filter for "Last 7 days" + "Mobile Money" + "Success" to see only successful mobile money payments from the past week.

Common questions

Can I search for payments by amount?

Currently, the search focuses on reference numbers, order numbers, and customer information. To find payments of a specific amount, use the filters to narrow your results, then look through the Amount column in the table. You can also sort by clicking the Amount header to arrange transactions from highest to lowest or vice versa.

Why don't I see any results after filtering?

If your filters are too specific, you might not have any payments matching all the criteria. Try removing one filter at a time to broaden your search. For example, if you filtered for "Today" + "Card" + "Failed" but see nothing, it might mean you haven't had any failed card payments today, which is actually good news!

How far back can I search through my payment history?

You can search through all your payment history from the day you started using Servinn. Use the date range filter to access older transactions. Keep in mind that if you have thousands of transactions, it may take a moment longer to load very large date ranges.

What's the difference between filtering and searching?

Filtering uses the dropdown menus at the top of the page to narrow your payments by category (date, status, type). Searching uses the text box to find specific transactions by typing reference numbers, order numbers, or customer names. You can use both together - for example, filter to "Last 30 days" and then search for a customer's name within that period.

Can I save my favorite filter combinations for quick access?

Currently, the filters reset each time you visit the Payments page. If you frequently need the same view, consider exporting that filtered data and keeping the file handy. You'll need to reapply your filters each session, but the process only takes a few clicks once you know which filters you need.