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How to Customize and Save Views on Payments page
How to Customize and Save Views on Payments page

This article covers how to customize your views for your Payments

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Written by Emille Law
Updated over 4 months ago

In QuoteMachine, you have the ability to create and save views in your Payment page.

Customizing column view on Payment page:

Simply navigate to the payment page and click on the configurations button at the top right to reorganize or edit your column views.

From here, you can remove or add columns. You are also able to arrange the columns in any order.

Once you have arranged the columns, click Apply.

Using listing filters:

You can use and save listing filters on the payments page. To do so, click on Filters.

From here, select what exactly you would like to filter for.

Once you click close, you will see the filter applied. From here, you can click as Save as new view.

Your saved views will remain under the Saved VIews tab, where you can easily select them.


To learn more on Saved Views for Quotes, Invoices, and Orders, please read this article: How to Customize and Save Views on Listing Pages.

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