How To Search / Filter Invoices

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:43 PM by Belinda Henry

Go to Payments

Navigate to the "Payments" tab.

Navigate to the "Invoices" tab.

Click on the "Status" dropdown, then choose the status you'd like to filter by.

Click the "From" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or after the specified date.

Click the "To" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or before the specified date.

Click the "Search", and enter a Customer ID, Customer Name, Email Address, Phone Number, Invoice Name, or Invoice Number to filter the invoices.