7.3 Search Invoices by filters
There are 3 ways you can filter out your invoices:
1) Project Name
2) Status
3) Client Name
Filter by project name:
To search for invoices related to a specific project, follow these steps:
- Locate the search bar at the top of the screen.
Type the name of the project you want to filter by into the search bar.
Filter by status:
To search for invoices based on their status, such as "Paid" or "Unpaid," use the following instructions:
- Find the status filter dropdown menu.
- Click on the dropdown menu to view the available options.
- Select the desired status from the options: "All," "Paid," or "Unpaid."
The list of invoices will automatically update to display the chosen status.
Filter by client name:
To further narrow down your invoice search by client name, proceed as follows:
- Look for the All Clients name filter option.
- Click on the All Clients filter to open a selection menu.
Choose the client's name from the list provided.
Here are some additional tips:
- You can filter by multiple criteria at the same time. For example, you could filter by project name and status.
- To clear all filters, click the Reset button.
- You can also export your filtered invoices to a CSV file. To do this, click the Export button.