Get started with invoices list
Open Menu > Receivables > Invoicing, and then select the Invoices tab to find invoices that need attention based on customer, status, due date, total, and amount remaining. The list supports search, filters, sorting, preview, column personalization, saved views, and row actions for opening or processing an invoice.
Open Menu > Receivables > Invoicing, and then select the Invoices tab.
The list includes invoice number, customer, date, status, due date, total, and amount due. Select a column heading to change the sort order.
Use the search bar or apply filters to narrow down the list. In the search bar, enter a complete or partial invoice number. You can filter by Customer, Status, Due date, Amount due, Date, Invoice, or Total. Select a filter to move it to the search bar and then select options or enter an amount or date range.
Open the row actions to see the actions available for the invoice’s current status. Select Details to open the preview drawer.
To add, remove, or reorder columns, select Show column personalization. Use More actions to save and manage a custom list view.