Payment settings
Learn how to customize your payment list display including column visibility and grouping options.
Control which columns appear in your payment list to focus on the information that matters most for tracking vendor payments.
Plan requirement: Pro plan
How to access settings
- Go to Planner > Payments
- Click Settings
- Adjust your preferences
- Click Save changes
Column visibility
Choose which columns appear in your payment list:
- Budget - Links to the associated budget item to see how payments relate to your budget
- Payer - Shows who's making each payment (useful when tracking multiple people contributing)
- Paid - Amount that has been paid so far
- Unpaid - Amount still outstanding
- Total - Total payment amount
Toggle each column on or off based on what information you need to see at a glance.
Grouping option
Group by vendor - Organize payments by vendor with subtotals per vendor. This option only appears if you have vendors in your system.
When enabled, your payment list groups all payments by their associated vendor, making it easy to see your total commitment to each vendor at a glance.
Tips
Show what you need right now. Working on reconciling payments? Show Paid and Unpaid. Reviewing totals? Show Total and Budget.
Group by vendor for vendor meetings. This view helps when you're discussing payment schedules with specific vendors. You can quickly see all payments for one vendor.
Link budget items for tracking. The Budget column helps you cross-reference payments with your budget planning and see if you're staying on track.
Hide columns to reduce clutter. A cleaner view makes it easier to scan your payment list quickly. You can always turn columns back on when you need them.