Manage Invoices Screen
  • 21 Dec 2021
  • 2 Minutes to read
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Manage Invoices Screen

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The Manage Invoices screen is where you can view all invoices or add filters to see just the invoices you want. Use the Search box to search for specific invoices. You can also customize the columns that show on the screen so that only relevant data to you is visible. You can export invoice files from this screen as well as add new invoices manually if you would like.

Each button's purpose/functionality is described below:

  • 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.
  • Filter: Clicking the Filter button simply turns on or off the individual column filters at the top of each column that allow you to click in that field and choose something to filter your data by.
  • My Filters: 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.
  • 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 boxes that have the check box next to them allow you to filter out what you want by turning that filter into a "NOT" filter basically. 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.



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