Customize the Invoices Page

You can customize the Invoices page so you only see what is most important to your business. To access the Invoices page:

  1. From the menu to the left, click Accounting.
  2. Click Invoices


Show/Hide Invoice Headers

  1. Click  in the top-right corner.
  2. Select the columns you want to see on the Invoices page. Wen you select a category, the selection turns blue, and the Invoices page automatically refreshes.


Sort Invoices by Header

You can sort information by each column header. Click a column header to sort information i ascending or descending order by that column. When you sort by a column, the column header is highlighted in blue, and the arrow to the right of the name indicates whether the sort is in ascending or descending order.


View Different Invoice Statuses

  1. Click the Status (All Invoices) drop-down menu and select the type of invoice(s) you want to see. You can select multiple statuses, if needed. The Invoices page automatically refreshes as you select statuses.
  2. To view all invoices again, click the Status drop-down menu and click the selected statuses to clear the selection.


View Invoices by Parent Account

  1. Click the Parents (All Parents) drop-down menu and select the parent to view. The page automatically refreshes.
  2. To view all parents again, click the Parents drop-down menu and select All Parents.

Note: You can sort by child on the Recurring Invoices tab.


Viewing Different Date Ranges

  1. Click the Date Range drop-down menu and select the date range to view.
    You can choose from the following:
    • Current Month
    • Current Quarter
    • Current Year
    • Current Fiscal Year
    • Previous Month
    • Previous Quarter
    • Previous Year
    • Previous Fiscal Year
    • All Time
  2. You can also click the From and To boxes and set a custom date range to view.
  3. When finished, click Go.