Find specific invoices using filters

Use different types of filters to find and view your invoices.

The Invoices page displays all invoices generated for your account, allowing you to track and manage them.

The page includes filters that help you locate specific invoices based on criteria such as status, dates, and balance due.

This topic explains how to use the two most commonly used filters: Status and Due date.

Filter invoices by status

To view invoices based on status:

1. Open the Invoices page.

2. Select the Filter option.

3. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Status.

   2. Set the condition to Equal.

   3. Choose one of these conditions as needed: Overdue, Issued, or Paid.

Finding invoices based on the invoice status.

1. Close the filter box. All invoices matching your specified status are displayed in the table.

Filter invoices by due date

To view invoices based on due date:

1. Open the Invoices page.

2. Select the Filter option.

3. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Due date.

   2. Set the condition to Greater, Is null, or Lesser to narrow down the invoices.

      • Use Greater to include invoices with a due date after the specified date.

      • Use Lesser to include invoices with a due date before the specified date.

   3. Enter the date in the DD/MM/YYYY format, or select the calendar icon to choose a date.

Finding invoices based on the due date.

1. Close the filter box. All invoices matching your specified criteria are displayed.