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Find and Filter Invoices

Updated

What this does: Finds, filters and works with any invoice in your database from the All Sales/Invoices page.

Applies to: GrowthZone Finance. You need staff access to billing.

Before you start: The page lists every invoice you have created, so plan to filter it first.

Time needed: About 5 minutes.

Find and filter invoices

  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. Open the Show Only list to filter the list by:
    • Open Invoices
    • Closed Invoices
    • Current Invoices
    • Past Due Invoices
    • Sales Transactions
  3. To add more criteria, click Filter.
    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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