How to Filter Billing & Invoicing in Sales

 

 

1. Start from Sales

 

 

2. To filter by Name, type the client's first or last name in "by client name"

 

 

 

 

 

 

3. To filter by Status, click on the status drop-down

 

 

 

 

 

 

 

4. Check the status you want to filter

 

 

 

 

 

 

 

5. Click on Has Coupon to filter clients with Coupons

 

 

 

 

 

 

 

6. Click on Auto-billing to filter clients with Auto-billing

 

 

 

 

 

 

 

7. Click on By Creation Date to filter a date range

 

 

 

 

 

 

 

8. Click on the backdated date from the calendar

 

 

 

 

 

 

 

9. Click on Type to filter by types

 

 

 

 

 

 

 

10. Click on the type of appointment