Filter invoices by customer, property, invoice date, aging, or source
Where to find it: Invoices page, the filter (funnel) control to the right of the status tabs
Open Filter, then choose Customer or Property. Search the options and check as many customers or properties as you need. Within each filter, invoices can match any checked value. Using both filters shows invoices that match a selected customer and a selected property. Selecting customers narrows the property choices to their properties. Removing a customer clears selected properties that no longer belong to any selected customer; clearing all customers leaves your property selections in place.
The choices include accounts with invoices across all statuses, including inactive accounts. Customer filtering follows the property's current owner. Both filters combine with the status tabs, search, Aging, and Source. They also update the aging summary and the invoices available for bulk actions. Changing a filter returns you to the first page.
Your customer and property selections stay in the page URL, so reloading or sharing the link keeps those selections. Remove an individual selection using its pill below the toolbar, or uncheck it in the filter menu.
Use Invoice date to choose a From date, a To date, or both. Both dates are inclusive and use your business's timezone. This filters the invoice date shown on the document, rather than its creation date or payment due date. Invoices without an invoice date are excluded while a date boundary is set. The range combines with the other table filters and applies to bulk selections across all pages. Remove its pill to clear it. The aging summary continues to follow the customer and property filters.
Use Aging to show only outstanding invoices in a given past-due bucket (Current, 1-30, 31-60, 61-90, or 90+ days); the Aging filter appears on the Non-Void, Open, and Overdue tabs (it's hidden for Draft, Unpaid, Partially Paid, Paid, Void, Uncollectible, and Payment Processing).
Use Source to show only Manual invoices or only those generated from a Subscription; the Source option appears only if you have permission to read invoices. If invoice filters are missing but you need them, contact your business's administrator to review your role.
These filters combine with whichever status tab is selected. Click a table column heading to sort the results.
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