V3 Invoices List Screen – Filters

Filters are critical to using the Invoices Screen (Accounting > Invoices). You actually won't see any Invoices until a filter is applied. When you first access the Invoices Screen, you can choose one of the pre-built filters on that screen to get started quickly. You can also click All Saved Filters to view more pre-built filters:

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Any filters you create will appear here as well under Added by me. If there is very specific information you want to see, it's a good idea to create your own filters. To get started, click Add Filter from the Invoice List:

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This will reveal the list of all possible filters:

  • Account
  • Account Balance
  • Account Starts With
  • Account Type
  • Charge Failure Reason
  • City
  • Credit Card on File
  • Date Range
  • Discounts
  • Due Date
  • Has Tags
  • Invoice Balance
  • Invoice Email Status
  • Invoice Frequency
  • Invoice Number
  • Invoice Reminders
  • Other Charges
  • Payment method
  • Postal Code
  • Products
  • Services
  • States/Provinces
  • Status
  • Street Address

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:

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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:

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You will remain on that filter view but the name will now be updated:

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If you click on All saved filters you will see your new filter in the "Added by me" column:

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To create a new filter when you are on a current filter view, click Clear all filters to start over. 

 

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