Invoice Grid Overview



In this article we go through the Invoice grid and how to add columns to your list, filter your Invoices list and search for an Invoice.


Invoices List



Within your Invoices list you can see the Invoice Number, the Customer, the associated Job and Task, the Reference, Invoice Total, the amount Paid, Credited and Due. You can see the date the Invoice was sent, whether or not it has been synced with your accounting provider, the Due Date, Invoice Date and if there are any files attached.




Add Columns to your list



Note: In this example we are adding the column Created Date to the list.




As you can see below, the column Created Date has been added to the Invoices list grid. 



Filter Invoices List





You can filter your invoices list by unpaid invoices, by invoice date, by due, created or updated date, by customer, job, job pricing type and include deleted.



In this example we are filtering by Due Date and using the Date Range. 



As you can see below, the list of Invoices with a due date between the dates set is shown. Select Filters and Clear Filters to clear filter.





More Options



Selecting the More drop down gives you the option to sync transactions with your accounting provider, view an Invoices List Report, or you can Export to PDF and Excel.



Search Invoice



Search for an Invoice by its title or number.



Or search by the customer assigned to the Invoice.




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