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Filter Invoices

How to filter invoices by date or type

Invoice Date Filter

Filter invoices by any date range. When you are on the Invoice tab, to filter for a specific range, navigate to "Invoice Date" at the top of the page. Select the date range and the invoices for that period will automatically display. 

Screenshot 2025-11-19 at 2.09.12 PM

Multi-Select Filter

View only the invoice types you care about (unpaid, overdue, or paid) using a new multi-select menu. In the image you can see each option is selected, therefore displaying all invoices. 

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