> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Payments & Billing Screen - Search Filter Function

# Search Filter Function

When using Xap, you have the option to customise your search results to find exactly what you want! Searching, filtering or refining can help you get a quick overview of the data you wish to view for a specific purpose.

**Step 1**: Select payments & billing from the left hand side menu. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1c9fwfv.png)

**Step 2:** Select the tab you want to look at from the top menu. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1qmbk16.png)

Once you have selected your tab, you have the option to search/filter further: 

**Search by Keyword:** You can use this search filter, to search by a keyword such as child's name, family name, and much more! 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_sqvnsp.png)

**Search by date period:** Use this search filter to refine by date period.

Each tab has their own set of filter tool features. 

**Accounts tab:** In the Accounts tab, you will be able to search the balance as of date. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_3uh2k2.png)

**Payments tab:** You can search payments from a start and end date. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_122096y.png)

**Scheduled Payments tab:** You can search payments from a start and end date. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1d0gyoe.png)

**Miscellaneous Charges tab: ** You can search charges from a start and end date. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_531mle.png)

**Invoices tab:** You can search for invoices by the date the invoices are issued from and to. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_16r0j4o.png)

**Statements tab:** Once you select the payment account holder, you can select the start and end date. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1yc8642.png)

**Heading Filter:** Each heading also has it's own refine tool, select the heading if you wish to arrange alphabetical from A-Z or from Z-A.  

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_4jp4s8.png)

**Filter Tool:** Use the Filter tool to refine by a specific set of rules. Each display preference has their own set of filter tool features. 

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1k65kg8.png)

**Payment Accounts Tab:** You will be able to filter the payment accounts by status, type and method.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_y8qyj1.png)

**Payment Tab:** You will be able to filter payments by date period, statuses and amounts.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_11bpuvq.png)

**Scheduled Payment Tab:** You will be able to filter payments for a date period, statuses and amounts.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_1lfuz2p.png)

**Miscellaneous Charges Tab:**  You will be able to filter the payment accounts by status, accounts and date period.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_2qdouj.png)

**Invoices Tab:** You will be able to filter invoices by date period, status and amount.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/screenshot-portalqakidsxapcoma_ku641h.png)


|| For more information, please browse our support documents or alternatively contact our support team.