The Invoices module provides tools to help you quickly locate and organize invoice data. You can use the search bar and filter panel to narrow down results and focus on specific projects or billing conditions.
Using the Search Bar
Search invoices by customer name to quickly locate projects
Find specific project invoices instantly using the live search bar. This feature is currently optimized to match results by customer name, allowing you to pinpoint a client's records in seconds without navigating the full list.
Using Filters
Filters allow you to refine the invoice table based on project and invoice criteria.
Click the Filter button to open the filter panel, where you can apply multiple conditions at once.
Filter panel with date range, project status, and invoice status options
The filter panel includes several categories to help narrow your results.
Date Range
You can define a start and end date to view invoices within a specific timeframe.
This is useful for reviewing activity over a selected period.
Project Status
Filter invoices based on the current status of the project, such as:
In Progress
Completed
On Hold
Delayed
Not Started
Cancelled
This helps you focus on projects at a particular stage.
Invoice Status
Filter invoices based on their payment status, including:
Not Due
Due
Overdue
Paid
This is especially useful for identifying outstanding or overdue payments.
Applying Multiple Filters
You can apply more than one filter at the same time.
For example, you might filter for:
Projects that are In Progress
With invoices that are Overdue
The table will update to show only results that match all selected conditions.
Managing Filters
Once filters are applied:
The table updates immediately
The Filter button shows how many filters are active
You can:
Clear filters to return to the full list
Adjust filters to refine results further
Quick Filter Buttons
In addition to the main filter panel, the Invoices module provides Quick Filter Buttons just above the invoice table.
These buttons allow you to apply a pre-set filter with a single click. By default, these buttons correspond to the primary Invoice Statuses:
Not Due
Due
Overdue
Paid
When you click a Quick Filter Button, the table immediately updates to display only invoices matching that status.
Managing Quick Filters
While the default settings are based on Invoice Status, you have the ability to customize these buttons:
Renaming: You can rename the button labels to better suit your team's terminology.
Deleting: Buttons can be deleted if you find them unnecessary.
Important Note: If a Quick Filter Button is deleted, it cannot be reset to its original default state.