How to sort your invoice on the Web App
Learn how to sort your invoice on the web with these simple steps:
Step 1: Access the invoice list
Click 'Invoice' from the left-hand panel or from your dashboard to open your invoice list.
Step 2: Sort your invoices
By default, invoices are displayed in the order they were created. You can sort them using the following column headers:
Status (Read, Failed to Deliver, Draft, Paid, Partially Paid)
Invoice Number
Customer
Amount
Due Date
Issued Date
Click the arrow next to any column header to sort invoices by your preferred order or grouping. Keep clicking the arrow to toggle through the sorting options until it matches your preference.
Please note that when sorting by Invoice Number, the template must be uniform for proper sorting.
FAQs about how to sort your invoice on the Web App
Q: Can I sort invoices by multiple columns at the same time?
A: No, you can only sort by one column at a time.
Q: Can I reset the sorting to default?
A: Yes, you can return to the default order by sorting again or refreshing the page.
Q: Is the sorting feature only applicable to invoices?
A: No. This also applies to estimates and other document types.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.