Filters are critical to using the Invoices Screen (Accounting > Invoices). When you first access the Invoices Screen, to get started quickly, a filter for Invoice Balance greater than zero and a status of "open" will be applied. This allows you to see all the Invoices that are currently awaiting payment.
To view Invoices under different parameters, click All Saved Filters at the left of the page to view more pre-built filters:
Any filters you create will appear under Added by me. If there is very specific information you want to see, you can create your own filters. To get started, click Add Filter from the Invoice List:
This will reveal the list of all possible filters:
- Account Balance
- Account Starts With
- Account Type
- ACH on File
- Charge Failure Reason
- Credit Card on File
- Date Range
- Due Date
- Has Cash Discount
- Has Tags
- Invoice Balance
- Invoice Email Status
- Invoice Frequency
- Invoice Number
- Invoice Reminders
- Other Charges
- Payment Method
- Postal Code
- Street Address
Note: The Has Cash Discount filter is only available to members enrolled in the Empower True Cash Discount program through Clearent. It will allow you to filter for Invoices that contain a Cash Discount line item.
Each filter has different criteria. Click on any of them to set specific parameters. Once you've applied a filter, it will appear on the left in a gray box:
From here, if the results to not give you what you are looking for you can click the "x" to delete the filter or click Add filter to apply additional filters. If you are finished adding filters, click Save. This will open the Save dialog. Give your filter a name and click Save:
You will remain on that filter view but the name will now be updated:
If you click on All saved filters you will see your new filter in the "Added by me" column:
To create a new filter when you are on a current filter view, click Clear all filters to start over.
You can further refine the filtered results by using the search bar at the top of the table. This will search for Account Names within the current filter criteria.