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!