Overview

The Invoice Table

The invoice table shows you all your invoices, for all clients. The table will show you:

• Invoice date
• Invoice number
• Client name
• Subtotal
• Tax (GST)
• Total
• Status

Selecting An Invoice

When selecting a row on the invoice table, you can click on the row or the edit button in the actions column for that row. Note: If you select the client name on the row, it will take you to that client rather than the invoice.

Searching invoices

You can use the search bar above the list/table to search your invoices.

You can currently search using:

• Invoice number
• Client name

Filtering invoices

To filter invoices, use the filter button above the invoice list/table. When you click it, a small popup will open with some options for filtering.

You can filter using:

• Client
• Status
• Invoice date

To filter by client or status, select the drop down and then select the option you wish to choose. Currently, you can only select one client and status at a time.

To filter by invoice date, you have the option of a from and to date. You can select a date by clicking on the field, and selecting a date using the calendar. You can choose to use both a 'from' and 'to' date, or just one of them.