Search, filter, and save invoice views
Use the controls above the invoice list to find work, adjust the table, and save a view you return to often.
Before you start
Select Invoices in the navigation. The fields, system views, counts, and available actions come from your company's schema and your permissions, so they can differ between companies and users.
Search for an invoice
- Select the search box above the table.
- Enter a value from one of the searchable fields in your company's invoice schema.
- Review the matching rows as the list updates.
- Clear the search box to return to the full list.
Search can include reference fields when they are configured for your company. Read Search by reference fields for more examples.
Filter, sort, or change columns
- Select Filter above the table.
- Choose a field, condition, and value from the options shown.
- Add another rule if you need to narrow the list further.
- Select Sort, then choose the field and direction.
- Select Columns to choose which fields appear in the table.
The list may show Sort or Sorted by followed by the current field. The exact filter fields and columns depend on your company's schema.
Use system views
System views appear as tabs above the table. Their names and counts come from your company's invoice schema.
The former Recently Deleted view is now Archived. Archived can include cancelled invoices and soft-deleted invoices. A soft-deleted invoice may offer Restore if your permissions allow it, while other archived invoices remain available for reference.
Save a view
- Set the filters, sort, and columns you want to keep.
- Select New view at the end of the view tabs.
- Enter a name in New saved view name.
- Select Create.
When you change a saved view, the Unsaved changes control appears. Select Save to update the view, Save as to create another view, or Reset to discard your changes.
To rename or delete a custom view, select the three-dot control at the right edge of its tab. The control's accessible label is Manage [view name]. Then select Rename or Delete. System views do not have this control.
Select invoices for a bulk action
Select the checkbox beside one or more invoice rows. The actions that appear depend on the selected invoices and your permissions. In Archived, Restore applies only to soft-deleted invoices that can be restored.
Read Use bulk actions before changing several invoices at once.
What you should see
Search and filter changes update the invoice rows and counts. A saved view appears as a tab and restores its saved filters, sort, and columns when you select it.
If something goes wrong
- If a field is missing from Filter, Sort, or Columns, it may not be configured for that control in your company's schema.
- If search finds no invoices, clear the search box and remove filters one at a time.
- If Restore is missing in Archived, the invoice may not be soft-deleted or your permissions may not allow the action.