Invoice List - Overview

You can access the Invoice List by going to Accounting > Invoices:

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The first thing you'll see at the vert top of the page are the filter options:

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Select any filter to see the filter criteria and to apply the filter. When you apply any filter the results on the page will re-load. 

On the right side of the screen you can click Add Invoice to add an Invoice directly from this screen:

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Directly under the Add Invoice button is where you can adjust the Page Size. Simply delete the existing number, type any number (up to 500), and press Enter on your keyboard to apply the new page size. Use the arrows to navigate from page to page.

At the top of the table on the left is the green Actions menu. Hover over it to reveal the actions you can take from this screen:

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To the right of the Actions menu is a refresh button. Under these buttons you'll see a variety of different tabs:

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These tabs act as pre-applied filters. Whenever you access the Invoice List, you will always see the "Filtered Results" tab which is all Invoices from the last 30 days. You can click the other tabs to navigate quickly to other frequently-used categories without having to set filters.

Under the tab selection are the column headers:

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Each column has a double-sided arrow to the right of the label. Click any of the arrows to arrange the table in ascending or descending order by that column. However you sort the columns, this will remain the next time you access the Invoice List. 

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