Invoice Grid Overview

1. Within your Invoices list you can see the Invoice Number, Customer, associated Job and Task, Reference, Invoice Total, and the amount Paid, Credited and Due.

2. You can also see the date the invoice was sent, whether it has been synced with your accounting provider, the Due Date, Invoice Date, and any attached files.

Step 2: Add columns to your list

1. Click on the triple dots between each column

2. Click on Columns

3. Choose the column you'd like to add

4. The selected column will now appear in your Invoices list grid.

Step 3: Filter your Invoices list

1. Select Filters

2. Filter by Unpaid Invoices, Invoice Date, Due, Created or Updated Date, Customer, Job, Job Pricing Type, or toggle Include Deleted

3. You can use a Date Range for date-based filters. To remove filters, select Filters and then Clear Filters.

Step 4: Use More Options

1. Select the More dropdown

2. Choose to Sync Transactions with your accounting provider, view an Invoices List Report, or Export to PDF or Excel

Step 5: Search for an Invoice

1. Search by Invoice title or number

2. Or search by the Customer assigned to the invoice