APX Auto (Direct Debiting Invoices)
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      3. APX Auto (Direct Debiting Invoices)

      Filtering Manual Scheduled Payments

      Use filters in the Invoices menu to identify invoices based on their payment setup — either automated via APX Auto or manually scheduled without automation.

      Step 1: Customise Your View

      First, configure your column view:

      • Go to the right-hand side of the screen.

      • Open the Columns panel.

      • Tick the following fields:

       

      Step 2: Apply Filters to Show Manual Scheduled Payments

      In the filter bar:

      • Leave APX Auto?, Has APXAuto Payment Method, and Payment Schedule Type blank

      • Make sure Scheduled Payment Date is populated

      ✅ This will return invoices with manual scheduled payments that are not set up with APX Auto or SOR.