Easily View, Filter, and Customize Your Invoice List
By navigating to Invoices in the menu on the left, you can access all your sent invoices. This guide will show you how to filter and customize your invoice list to suit your needs.
Table of Contents
Project Selection
Filtering Options
Project Selection
Date Filter
Invoice Type
Status Filter
Additional Filters
Display Options
1. Project Selection
To create a custom invoice selection:
Select a Project if needed
From the dropdown menu, choose a specific project or select 'All Projects' to include invoices from multiple projects.
Go to your Invoices Module
This module is an overview of all your created invoices.
2. Filtering Options
Click the Filter icon in the search bar at the top of the invoice list to open the filter panel.
Here’s what you can do:
Project Selection
Click the blue arrow behind "All projects" so select the projects you want to work with.
Date Filter
The default view displays invoices for the current year. To adjust the date range, click the "From" or "To" field and select the desired dates from the date picker.
Lock Current Selection
If you want to keep this selection, check the "Lock current date selection" checkbox.
Invoice Type
Choose to see either all invoices (Debit & Credit) or filter to view only Debit or Credit invoices.
Status Filter
Use the status filter to refine your selection based on invoice status. Each status can be set to three different states:
False: Shows invoices where this status is off.
Ignore: The filter won’t take this status into account.
True: Displays invoices where this status is on.
Example: Want to see sent invoices that haven’t been paid yet? Set Sent to "true" and Paid to "false."
Additional Filters
Use additional filters to narrow down your search further. For example, set Locked to "false" to view only invoices that haven’t been locked yet.
3. Display Options
Customize the way your invoice list is displayed using the display options:
Date Display:
Choose which date to show for each invoice:Invoice Date (default)
Due Date
Event Date of the linked event
Amount Display:
Adjust the amount shown for each invoice:Total Amount (default): Shows the total invoice value.
Due Amount: Displays only the remaining balance due.
Paid Amount: Displays the amount already paid for that invoice.If you go to Invoices in the menu on the left, you will find all the send invoices.
