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Review Invoices

Updated
The Goal: Use the All Sales/Invoices page to review, filter, and work with all of the invoices in your GrowthZone database.

Before You Begin:

  • You must have staff permissions to access Finance > Billing > All Sales/Invoices.
  • The All Sales/Invoices page lists every invoice you have created, so plan on filtering the list down before you act on it.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click All Sales/Invoices. This page provides a listing of all invoices you have created.
    The All Sales/Invoices page reached from Finance > Billing, showing the full invoice list with the filter icon boxed
  2. Click the drop-down arrow in the Show Only box to filter the list by:
    • Open Invoices
    • Closed Invoices
    • Current Invoices
    • Past Due Invoices
    • Sales Transactions
  3. Additional filtering criteria can be added by clicking the filter icon.
    The Sales/Invoice Filter panel opened from the filter icon on the All Sales/Invoices page, with the available criteria fields visible
  4. Use the additional criteria to filter the list of invoices by:
    • Invoice date range
    • Payment date range
    • Membership Status
    • Goods/Service
    • Product Type
    • Invoices with Zero Balance
    • Past Due Invoices
    • Current Invoices
    • Credit Balance Available
    • Past due invoices by over X days
    • Sales Transactions
    • Is Empty

Common Pitfalls

  • Default view shows all invoices: Without filtering, the list includes all invoice types across all statuses. Apply Show Only and the additional filter criteria to narrow the list down to what you need before taking bulk actions.

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