How can I move a payment from the inbox to a new folder I set up?

  • tylj
    Asked on November 12, 2018 at 2:34 PM

    The account was set-up with one inbox.  I did not set it up.  I am now in the second year of membership and wish to sort them in three folders, 2018, 2019 and incomplete payments.

    I was able to create the new folders.  But I cannot see how to move or drag and drop them into the new folders.


    Please help asap.

    Thank you, Gary


  • Adrian
    Replied on November 12, 2018 at 3:52 PM

    I have checked your account and you only have 1 form in your account.

    The purpose of the folders is to organize the forms and not the form submissions. It is not possible to organize the form submission in folders.

    Related Help Article: How-to-Add-or-Group-Your-Forms-into-Folders


    You can filter the submissions by date in the submissions page.

    How can I move a payment from the inbox to a new folder I set up? Image 10