There will likely be a time where a person in credit will appear in your Pay People in Credit list who you wish to keep in credit and not pay. This could be for multiple reasons such as holding for specific pay dates or keeping funds for expected payments out from the person's account, such as from Landlord to Contractor. To delay payments or show a tag for colleagues and yourself to see, you can use payment status filters.
These tags can apply to the individual's profile and appear next to their name in payment lists for your peace of mind and clarity for the team.
Create a tag
Type "payment status filter" into the search bar and select the option as shown:
Create the tag and save.
To apply a tag
Go to the person's profile > click edit > bank details tab > payment status filter > use the drop down to select your preset filters.
Save and close.
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