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Find Outstanding Payments from a Customer
Find Outstanding Payments from a Customer

Find and track outstanding customer payments using CleanCloud's Search and CRM tools. Filter unpaid orders and manage payments efficiently.

Rafael avatar
Written by Rafael
Updated this week

Easily track unpaid orders to manage outstanding payments efficiently. Follow these steps to locate unpaid orders in CleanCloud.

Finding Unpaid Orders via Search Page

  1. Navigate to the Search Page: Go to Settings → Search.

  2. Apply Filters:

    • Select Orders from the Search Type dropdown.

    • Select Unpaid from the Payment dropdown.

  3. Enter Customer Details (Optional):

    • Input the customer's name, email, or phone number to find specific unpaid orders.

    • Leave the field blank to see all unpaid orders.

  4. Run the Search:

    • Click the Search button to display results.


Checking Outstanding Payments via Customer CRM

For a quick overview of a specific customer’s payment history:

  1. Access the Customer CRM page.

  2. Go to the Stats tab.

  3. View Paid and Unpaid order details.


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