Filter Invoices

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. Click the filter icon.
  3. Enter the information that you want to filter and click Filter.
  4. Optional: To erase all fields and start over, click Reset Filter.

Filter Paid Invoices

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. On the Paid tab, click the filter icon.
  3. Enter the information that you want to filter and click Filter.
  4. To erase all fields and start over, click Reset Filter.

Filter Invoices by Payment Method

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Invoices.
  2. On the Paid tab, click Total Paid Invoices.
  3. Click the payment method you want to filter. Or, below the Payment Method column, click the payment method you want to filter.