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Dec 11, 2018

Filter invoices by payment status

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  1. Tap the report type selector and select Sales

  2. Tap the All button located next to the date period selector

  3. Select Paid to see only paid invoices, Unpaid to see only unpaid invoices, Voided to see only voided invoices

  4. When finished make sure you change the option to All to remove the filter.

Use the search field to locate a specific customer, invoice number or customer’s P.O.

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  • The search box allows you to search for invoices, quotes, estimates, and work orders. The search is limited to the dates selected with the report period selector. For example, to search for all invoices created last month for a customer named “John Appleseed”: Tap the report type selector and choose Sales Tap the report period selector and choose Last Month In the search box enter the customer’s name, in this example ‘John Appleseed’ You can also search by invoice number or purchase order number.
  • This report shows the all items sold during the selected period separated by item type. Tap the report type selector and select Sales by Item Tap the report period selector and select any of the pre-defined dates from the list, or choose Select Range to choose a custom date range. Use the search box to see search for a specific item.