Filter / Sort Invoices

In this article, we will explain you more about how you can Sort, Filter, and Order list of Invoices as per your choice.

Information

The steps mentioned below for Sorting list of Invoices are similar to Estimate, Purchase Order and Credit Note.

iOS and Android

For iOS and Android tap on to open side menu.
Tap on Invoice if you want to sort invoices.
For mac click on Folders from the side menu.
Now for sorting tap or click on the option next to located at the top right corner.
For sorting the Invoices select an option under Sort by – ID, Date, Update On, Client Name, Client Email.
Then we have given you the choice to filter those Invoices by their status. Select an option under Filter by Status – All Statuses, Paid, Unpaid, Error (Over Draft), P. Paid, Unpaid, and P. Paid.
After Selecting Sort by and Filter by Status options, select the order in which you want the invoices to be displayed. Select an option under Order by – Asc, Desc
Tap on Apply.

Click on Folders from side menu.
Click on All Folders / Invoice.
From the side menu click on Folders -> All Folders
Now if you want to view only Invoices then click on All folders button next to All Statuses button and select Invoice.
To filter the Invoices by their payment status, just click on All Statuses button and select an option of your choice – All Statuses, Paid, Unpaid, Error (Over Draft), P. Paid, Unpaid, and P. Paid.
To filter invoices by their email status click on All Email statuses button and select an option of your choice – Sent , Unsent, Sent but Updated.
If you want to sort the Invoice list by (ID, Date, Updated On, Client Name, Client Email 1) and in Ascending or Descending order, then first click on Updated on Button and select an option of your choice (ID, Date, Updated On, Client Name, Client Email 1) then click on Desc button and select the order in which invoices list should be displayed (Asc, Desc).

Updated on March 20, 2020