Filtering the EFT List

Note: The EFT Control Panel will only return results for active memberships. You will not see EFTs for expired, canceled, or terminated memberships.

1. Type eftcontrolpanel into the Convobar, or go to Meevo > Memberships > EFT Control Panel.
2. From the slideout, select whether to search for Membership EFTs or Payment Plan EFTs.
3. Apply your desired filters. If a field is left blank, the search results will encompass all possibilities for that field.
   

• EFT Status: The status of the EFT as displayed in Membership Manager or Payment Plan Manager.
• Payment Method (Memberships only): The payment method on file for a given client. If a client has both methods on file (ACH and Credit Card), then the client appears in both searches.

Note: Regardless of which filters you apply, if you reprocess a payment, Meevo will always attempt to bill the primary payment method first.

• Payment Issue: The reason for a failed payment, per the processor's response.
• Payment Date Range: The date range that an EFT is or was scheduled. Depending on your EFT Status selection, the date range may be limited.

3. Select Search to display your results.