Manage Invoices Screen

The Manage Invoices screen allows you to view all invoices or apply filters to display only the ones you need. Use the Search box to quickly find specific invoices. You can also customize the displayed columns to show only the data that’s relevant to you. Additionally, this screen lets you export invoice files and manually add new invoices as needed.

Below is a description of the purpose and functionality of each button:

• Columns: When you click the Columns button, it shows a drop down and you can choose which columns you want to appear on the screen. You can choose as many or as few columns as you like.
• My Views: Clicking the My Views button allows user to turn on or off the individual column to filter your data by. It also gives the user the ability to create custom saved filters that they may run at any time to help filter through data quickly.
• Export: Clicking the Export button exports the data with any filters you have applied. The export will show every column in the file regardless of which columns you have on the screen when you export it.
• Print All: Clicking the Print All button opens a new tab with a printable list of all active invoices.
• Email All: Clicking the Email All button creates and sends a single batch of active invoices.  Only Admin users have access to this option.  Also support will need to activate this feature for Admin users. 
• Add: Clicking the Add button allows you to add a new invoice.

1. Search bar: The search bar allows you to type in an invoice's information, whether that be Invoice ID, Type etc., and it will show any data that matches what you typed. It searches both Active and Inactive records. Enter must be pressed to start the search. You can only search information that shows up in the columns that are sortable which is indicated by the Up and Down arrows beside the column header.
2. Column Header/Filters: Any column that has the Up and Down arrows next to the name of the column can be sorted by that column. Some of the columns can be searched by free text and some by clicking in the box and it will give you a drop down of options to choose from(these are indicated by the word "Select" in the box. See below). The columns that show up in this section are affected by the columns that are selected when using the Columns button.
3. Page Number: Indicates the page number you are currently on within the data selected and the page you are on is highlighted in Blue. You can click the page numbers individually or click the Next or Previous buttons to navigate between pages. The first page number and last page number will always show up on the page list to allow the user to jump to the beginning or the end of the data.

On the end of the Column Header row there is a Clear Filters button that will clear any filters currently set on the page.