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Filter my payments

Pour :Administrateur
Preview: Filter my payments

The payments list can quickly contain thousands of lines. Filters are the main tool to precisely isolate the collections you want to analyze, export or contact. This page lists all available filters, how to combine them, and proposes ready-to-use recipes.

Open the filters panel​

  1. 1

    Go to the payments list

    Finance sidebar → Payments. Admin route /app/paiements/list.

  2. 2

    Click on Filters

    The Filters button opens a left side panel with all filters grouped by category.

  3. 3

    Combine as many filters as needed

    Each checked filter restricts the list in real time. The statistics at the top of the page update automatically.

Complete list of filters​

Administrative filters​

FilterPossible valuesUse case
Tax receiptYes / NoSpot eligible payments without receipt yet issued
From a subscriptionYes / NoIsolate or exclude recurring payments
Billing typePersonal / ProfessionalDistinguish individuals and companies for declaration
Accounting associationList of active associationsTarget payments of a specific legal entity

Technical filters​

FilterPossible valuesUse case
Payment methodCard, Check, Transfer, Direct debit, Cash, In kindSee all checks to deposit, list in-kind donations
SourceOnline, Manual, Donation kiosk, Tap-to-Pay, Application, SoftwareMeasure what goes through your site vs your manual entries
PlatformStripe, Stripe SEPA, PayGreen, GoCardless, PayPal, Cardcom, Cardcom Bit, Authorize.net, Axepta, iCount…Compare the volume processed by each gateway

Monetary filters​

FilterInput typeUse case
AmountMinimum + Maximum (€)Identify large donations or micro-donations
CurrencyEUR, USD, ILS, GBP, CADList all payments in a foreign currency

Time filters​

FilterInput typeUse case
Payment dateFrom – ToPrepare a monthly or quarterly report

Gift Aid filter (United Kingdom)​

FilterPossible valuesUse case
Gift Aid eligibleYes / NoPrepare the HMRC declaration for British organizations

Combine multiple filters​

All filters combine with logical AND: the list displays payments that satisfy all checked criteria.

If the list becomes empty, lighten your filters one by one to identify which one excludes too much.

Six ready-to-use recipes​

1. All payments that don't have a tax receipt yet​

FilterValue
Tax receiptNo
AmountMinimum 1 €

Allows bulk generation of missing receipts. See Tax receipts.

2. Checks received last month​

FilterValue
MethodCheck
DatePrevious month

Ideal before a bank deposit or a bank reconciliation.

3. Large online donations of the quarter​

FilterValue
SourceOnline
AmountMinimum 500 €
DateCurrent quarter

Serves to organize a personalized thank you to major donors.

4. Company payments only​

FilterValue
Billing typeProfessional

Allows isolation of B2B billing (corporate fees, patronage).

5. Payments in foreign currency​

FilterValue
CurrencyUSD, ILS, GBP or CAD

Useful to track international flows and exchange fees.

6. Gift Aid eligible payments without declaration​

FilterValue
Gift Aid eligibleYes
Accounting associationUK entity

Preparation of the quarterly HMRC declaration (British organizations).

Filter + search​

You can combine filters with search by donor. For example, first isolate all payments from Sarah Cohen, then add the Method = Check filter to see only her checks.

Filter + export​

Once the list is filtered, the Export button at the top right downloads an XLSX file containing exactly the displayed lines. This is the most powerful combination to prepare a targeted report. See Export for accountant.

Filter + create a message campaign​

The Create a message campaign button sends an email or SMS to all donors in the filtered list — no more, no less. See Create a message campaign.

Reset filters​

MethodEffect
Reset button at the bottom of the panelRemoves all filters + search
Click the cross on a filter tag at the topRemoves only this filter

Go further​