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How to create a List Layout in the Customer Payments App?

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Updated on May 27, 2020 07:36AM by Admin

  • Login and access the Customer Payment App from the Universal Menu.
  • Click on the More(...) icon and select the Settings.
Customer Payments

  • Click on the Customize App from the left panel and select the List Layout.
  • You can view the Default view, click on the Create button to create an own set of views.
Settings

  • A default list view table will appear. By clicking on the Display Dropdown you can select the values that are needed to be added in the view list.
List Layouts

  • For example, you want to view the list with the Created By, Customer, Invoice, Amount, Status, and Created On.
  • By Selecting the preferred attributes from the Display dropdown, you can customize the list as per your preferences.
Select layouts

  • You can customize the name of the view by clicking the pencil icon that will appear when you hover over the Default name.
Name

  • To view the Custom Layout, go to the Home page and select Show All.
Show all

  • Click on the Display Dropdown and select the Created view - Created by View.
Display

  • By selecting the View, the list will get updated as per the Custom view created.
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