Manage Invoice

Filter Invoices

Quickly filter your invoices based on status, date, or customer to streamline your workflow:

Navigate to Invoices in the left sidebar.
Click the Filter option at the top of the page.
Select specific criteria such as status, date range, or customer to refine the list of invoices.

Tip

Save frequently used filter settings to quickly access the invoices you need without reapplying filters each time.

Filtering invoices helps you easily locate relevant records and improves efficiency in managing your financial documents.

Ensure your invoice list is always up to date by refreshing it:

Note

If recent changes are not visible after refreshing, ensure your internet connection is stable or try reloading the page.

Refreshing your invoice list ensures that you have access to the most current data for effective and accurate management.

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