Filter Invoices by Name, Number, Invoice or Discount Type

In the Invoice Log, you can filter invoices by customer name, invoice number, or discount type. These filters let you quickly locate, review, and print specific groups of invoices for reporting.

From the main toolbar, select Invoices, then choose Invoice Log (or from the Business Tools menu, select Invoice Log).

Options:

Print Individual Invoices: Invoices can be printed individually and filtered by Date Range, Invoice Type, Discount Type, Number, Name, and whether Non-recovered Tax was applied to the invoice.
Print Invoice Report: Invoices can be printed as a tabular report‑style summary, using the same filters applied when printing individual invoices.
Add Additional Column Fields & Filter: When generating a tabular report‑style summary, the layout is adjustable, with options to add or remove columns and apply column‑header filters as needed.

Option 1: Print Individual Invoices

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Under the view drop-down menu, select one of the available options, or leave as Default.
In the Filter sidebar, select a quick range from the Date Range drop-down (or choose CUSTOM to enter a custom date range).
For additional filtering, select from the available drop-down options: Invoice Type, Discount Type, Number, or Name (E.g., Invoice Type: Business Supplies, or Personal Use).
To print individual invoices, select the checkbox next to each invoice to be included (or select the checkbox column header to select all).
From the toolbar, select Print, then choose View.
From the Preview toolbar, click to print (or to export as a pdf).
When finished, to remove any filters set, click Clear Filters.

The Deliveries view does not print individual invoices; instead, it allows you to select deliveries to be made and then print a report-style summary in a tabular format.

Option 2: Print Invoice Report

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Under the view drop-down menu, select one of the available options, or leave as Default.
In the Filter sidebar, select a quick range from the Date Range drop-down (or choose CUSTOM to enter a custom date range).
For additional filtering, select from the available drop-down options: Invoice Type, Discount Type, Number, or Name (E.g. Invoice Type: Business Supplies, or Personal Use).
Ensure none of the checkboxes for individual invoices are selected. From the toolbar, select Print, then choose View.
From the Preview toolbar, click to print (or to export as a pdf).
When finished, to remove any filters set, click Clear Filters.

Option 3: Add Additional Column Fields & Filter

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To add additional fields to the view, select Column Chooser. Double-click or drag and drop desired fields onto the current view.
To hide any columns, right-click on the column header and select Hide This Column. To reset back to the default, from the View Options drop-down, select Reset.
To sort by a specific column, click on the column header to be sorted by.
To filter by a specific column, hover over the column header. Click on and choose your filter criteria. To clear any filters set, click Clear Filters.
To import a view, from the View Options drop-down, select Import. Alternatively, to delete the view shown, select Delete instead.