How To: Review All Orders With a Balance Remaining in TapGoods PRO
On the Payments page of TapGoods PRO, you can review all Orders with a remaining balance in the Balance Remaining side panel.
To navigate to the Payments page, click on Payments from the Dashboard.
In Payments, click on the Balance Remaining side panel to review all Orders that have a Balance Remaining owed to your business. On this page, you can review the Order Name, Order ID, Date, Amount due, and the Status of the Order.
**Status on the Payments page refers to the Payment Status of the Order. This Status indicates whether the Order has had any Payments made on it.**
The Statuses that can populate on this page are listed below.
- Partial: Part of the balance on this Order has been paid.
- None: No Payments have been made on this Order.
You can Export the contents that populate on this page by clicking Export and downloading the Excel file. In your Balance Remaining Export, you can review the Order ID, Order Name, OrderDates, Amount Due, and the Status.
Additionally, you can filter the results that populate on this page. Orders with a Balance Remaining can be filtered by Order Dates, Delivery Dates, Customer, Company, Team Member, and Contact Categories.
Clicking on any Order on the Balance Remaining page will take you to the Order’s page. Here you can review all actions taken in the History tab, take additional Payments in the Billing tab, or make adjustments to the Order as needed.
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