Searching and filtering the invoices list

When you have many invoices, searching and filtering helps you find exactly what you need in seconds.

Before you start

• You have permission to view invoices (typically all users can search their own tenant's invoices).
• You know roughly what you're looking for: a customer name, date range, status, or invoice number.

Steps

1. Go to Invoices → Invoices List and click Open in Usystems.

2. Search by invoice number or customer name (fast filter):

   • At the top of the list, find the search box.
   • Type the invoice number (e.g., INV-001) or customer name (e.g., Ahmed).
   • Press Enter or wait a moment—results filter in real time.

3. Filter by status (Draft, Confirmed, Paid, Partially Paid, Cancelled):

   • Look for a status dropdown or checkbox group in the filter panel.
   • Select one or more statuses to show only invoices in those states.
   • Uncheck "Confirmed" if you want to see only drafts, for example.

4. Filter by date range:

   • Click the date-range picker and choose a start and end date.
   • The list updates to show invoices within that range.
   • Use preset ranges like "Last 30 days" or "This month" if available.

5. Filter by customer (if available):

   • Find the customer dropdown in the filter panel.
   • Select one customer to see all their invoices, or leave blank for all.

6. Combine filters:

   • You can apply multiple filters at once (e.g., "Unpaid invoices from January").
   • The list updates to match all active filters.

7. Clear filters (if needed):

   • Click "Reset" or "Clear all filters" to return to the full list.

Tips & common mistakes

• Partial names work: typing "Ah" will find "Ahmed" and "Ahearn".
• If you don't see invoices you expect, check the date range and status filters—they may be hiding drafts or old invoices.
• Sort by "Date" (newest first) to see recent invoices at the top; sort by "Customer" to group all invoices from the same buyer.
• Use filters to prepare a list before bulk-printing or exporting (if your plan allows).