You can filter invoices by:
- Status (Current, Overdue, Paid, Unpaid, or Canceled)
- Currency (only USD and CAD available)
- Collections (Collection plan or Autopay).
You can use more than one filter at a time. For example: use the filter “customer” and “overdue,” and you will see all overdue invoices of that specific customer.
All the receivables can be sorted in ascending or descending order according to the invoice issued date. Click on the arrow next to 'date created'.
Invoices can be selected by checking the box on the left of the customer’s name. Several invoices from the same customer can be selected at the same time.
Looking for a summarized version? See this one-pager