Sorting and filtering of issued invoices
How to sort invoices
In the Issued Invoices section, start by selecting which columns should appear in the overview table. Once the columns are set, you can organise the list of invoices directly from the table header.
Click the arrows next to the name of any column in the top bar. The list will instantly reorder in ascending or descending order based on that column.
Users often sort invoices by Issued on (to see the newest documents first), Maturity (to check which invoices are approaching their due date), or Amount (to identify the largest invoices quickly).
Invoices can be sorted by the following columns:
Number – the invoice number used to easily identify and locate a document
Seller – helpful if invoices are issued from multiple companies or branches
Customer – groups invoices by client so you can review all documents for one customer
Issued on – shows invoices ordered by the date they were issued
Maturity – helps track upcoming payment deadlines
Tax point on – the date used to determine the applicable sales tax reporting period
Paid on – shows when an invoice was settled
Sent – indicates whether the invoice has already been sent to the customer
Kind – distinguishes between document types such as standard invoices, advance invoices, or credit notes
Amount – allows quick comparison of invoice values
Payment method – shows the method selected for payment, such as bank transfer, cash, or card, helping you quickly see how the invoice is intended to be paid
State – displays whether an invoice is paid, unpaid, overdue, or saved as a draft
Sorting by Customer is particularly useful when preparing for a meeting with a client or reviewing all invoices related to a specific customer.
How to filter invoices
You can also narrow down the list of invoices using the search field located above the document list. Enter a customer name, invoice number, or document type into the Search for the invoice... field to display only relevant results.
If you want to view only certain invoice statuses, use the Invoice Statuses filter. For example, selecting Unpaid / Overdue will show invoices that still require payment. You can also filter the list to display Drafts or Paid invoices.
By combining sorting and filtering, it becomes easy to locate any invoice within seconds — even if your account contains hundreds of documents. Once you start using these tools regularly, managing invoices becomes much more efficient.
