All Collections
Manage Billing
Billed Invoices
View Invoices And Save Filters
View Invoices And Save Filters

How To View Invoices And Save Filters In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

View Billed Invoices

You can view all of your billed invoices from the Invoices list page which is available from the left sidebar navigation. Click on the "Invoices" or the invoice icon link.

Once on the Invoices list page, you can perform various actions:

  • View Billed Invoices

  • Email Invoice (Re-send to Client)

  • Receive Payment for Invoice

  • Write-Off Invoice

  • Delete Invoice

  • Search or filter by:

    • Status

    • Client

    • Matter

  • Click the "All Filters" button to filter by more filter options.

Save Custom Filters on Invoices List Page

When you filter final invoices, you have the ability to "save" the filter options you currently have applied to the invoices list. This is a very powerful feature to help you organize and quickly access the specific invoices you need.

How To Save A Custom Filter:

  • On the Invoices list page, select a filter dropdown on the page, such as Status, Client, or Matter. You can also select the "All filters" button for more filtering options.

  • After you have applied the filters you need, click "Save Filters"

  • Enter your custom filter name in the pop up panel

  • Click "Save Filters"

  • You will now see a new oval, pill shaped button underneath the filters

  • Click "Clear Filters" to clear all filter options

  • Click your new custom filter name button and you will see all the filters re-applied automatically!

By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.

If you have any questions, please let us know!

Did this answer your question?