The Goal: Use the All Sales/Invoices page to review, filter, and work with all invoices in GrowthZone.
Access and Filter Invoices
Go to Finance, Billing section, click All Sales/Invoices. This page provides a listing of all invoices you have created.
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
Additional filtering criteria can be added by clicking the filter icon.
The list of invoices may be filtered 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 additional filters to narrow down to what you need before taking bulk actions.