Skip to main content
All CollectionsINVOICING Features and Tools
Filtering, Search and Sorting
Filtering, Search and Sorting
Updated this week

Filtering

  • You can filter your documents by the issue date when clicking on This year▼ on the upper side of your screen and choose Last year, Last month, This month, Lifetime. Documents will be displayed based on their issue date and delivery date.

  • Documents are sorted by document numbers. The higher the number and the more characters it contains, the higher the position in the list.

  • By clicking on the magnifying glass icon you can also search the documents by Number, Client name and Total amount

  • The search function is also enabled for Clients and Products

Sorting

Search

 

Notice:

When a delivery/execution date is saved with the invoice the search results take that into account - e.g., an invoice created in December with a delivery date in January will appear on your January's list (and also in the Statistics/Overview)

You can combine all types of filters thus making your search efficient - for instance, you can search for unpaid invoices from last year created for a specific client

Did this answer your question?