How to Order Your Invoice List
Efficiently managing invoices is key to running a successful business. With our platform, you can easily organize your invoice list by sorting it in multiple ways, ensuring quick access to important financial data. This guide will walk you through the steps to order your invoice list using seven different criteria.
Table of Contents
Accessing Your Invoices
Ordering Your List
Choosing Your Order
Reversing the Order
1. Accessing Your Invoices
To begin, navigate to the Invoices section in the menu on the left side of your screen. This will display a list of all your invoices.
2. Ordering Your List
Once in the Invoices section, click on the 'Ordered by...' item located below the search bar. A menu will appear with seven different options for sorting your invoices.
3. Choosing Your Order
Select the value you want to use to order your list. You can choose from Invoice Number, Invoice Date, Event Date, Project, Status, Due Date, and Amount. Once selected, your list will automatically be ordered from A to Z or 0 to 9.
4. Reversing the Order
To reverse the order, click the order option a second time. This will switch the order from A to Z / 0 to 9 to Z to A / 9 to 0. The current order will be indicated by either 'ASC' for ascending or 'DESC' for descending next to the order option.
By following these steps, you can effectively organize and manage your invoices using different sorting criteria. If you have any further questions, feel free to contact our support team for assistance.