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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.