How To: Review All Orders that have a Final Balance Due in TapGoods PRO
On the Payments page of the TapGoods PRO Dashboard, you can review all Orders that have a Final Balance owed to your business in the Final Balance Due side panel.
To navigate to the Payments page, click on Payments from the Dashboard.
In Payments, click on the Final Balance Due side panel to review all Orders that have a Final Balance Due. On this page, you can review the Order Name, Order ID, whether Autobill is enabled, Amount due, and the Due Date.
**Note: A green check mark indicates that the Order has Autobill enabled.**
You can Export the contents that populate on this page by clicking Export and downloading the Excel file. In your Final Balance Due Export, you can review the Order ID, Order Name, Customer, Payment Method, Autobill, Amount Due, and the Due Date.
Additionally, you can filter the results that populate on this page. Orders with a Final Balance Due can be filtered by Order Dates, Delivery Dates, Customer, Company, Team Member, and Contact Categories.
Clicking on any Order on the Final Balance Due 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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