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How to Edit Filters in the Shopping Cart

This lesson will show you how to edit filters when using the shopping cart.

Shopping Cart

Shopping Cart

Click on either Shopping Cart

Note: The cart containing the globe will handle all the uninvoiced items created by all users in that location. Notice that the numbers highlighted in red are the amount of uninvoiced items present in the cart. The cart without the globe handles all uninvoiced items created by the individual user that is currently logged on.

Edit Filters

Edit Filters

Click on Edit Filters.

Filter Out Items - Preset

Filter Out Items - Preset

Select a Preset and start selecting your filters.

Filter Out Items

Filter Out Items

Now that you have selected your preset, select a New Filter at the bottom.

Revenue Date: This will find all billing items where the revenue date is between these two dates. (Leave blank for open-ended)

Created By User: Allows you to choose a specific user to filter by. (Remove this filter to find billing items created by all users)

Invoiced/Uninvoiced: Allows you to choose if the billing item "is" or "is not" on an invoice.

Invoice Number: Allows you to filter by invoice number. (You may enter multiple invoices, separated by commas)

Paid/Underpaid Invoice: Allows you to choose if the billing item is on an invoice that "is" or "is not" paid to date, according to its payment schedule.

Void/Not Voided: Allows you to choose if the billing item "is" or "is not" voided/frozen.

Reversed/Not Reversed: Allows you to choose if the billing item "is" or "is not" reversed.

Bill for Group:

  • Group Status: Allows you to choose if the status is "Active" or "Inactive".
  • Group Sessions: Allows you to choose one of your custom sessions.
  • Group Sport: Allows you to choose one of your custom sports.
  • Group Age/Division: Allows you to choose one of you custom age/divisions.

See How to Set up Group Categories.

Bills for Package Type: Allows you to choose a specific package type.

Bills for Rental Type: Allows you to choose a specific Rental Type.

Bills for Locker Rental: Will report on all locker rentals.

Click on Apply Filters

Note: You can select "AND" or "OR" for any filter.

Note: You can remove filters by clicking the red X to the right of the filter or by clicking on Remove All Filters.

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