Quickly find the documents you need by filtering, searching, and sorting your document lists.
Filter by date
Tap This year at the top of your screen to open the date filter
Choose from: This month, Last month, Last year, or Lifetime
Documents are displayed based on their issue date and delivery date
Search
Tap the magnifying glass icon to search
Search documents by number, client name, or total amount
The search function also works for Clients and Products
Sort
Documents are sorted by document number by default
The higher the number and the more characters it contains, the higher it appears in the list
Note: If an invoice has a delivery date, it will appear in the list for that delivery month - not the month it was created. For example, an invoice created in December with a January delivery date will show in January's list and statistics.
Tip: Combine filters for more precise results - for example, search for unpaid invoices from last year for a specific client.
Didn't find what you were looking for? Contact our support team and we'll sort it out for you.