Sales Invoices Filter is a Readysell feature designed to enhance and optimise user's workflow by selecting one from a list of built-in filters.
- From the Navigation pane double click on Sales then click on Invoices
- Locate the Filter button on the ribbon line, select the required filter from the drop-down list
Image Added - Sales orders list view changes to display only orders that meet the filter criteria
Reference
| Filter Criteria | Pop-up Explanation |
|---|
| All Sale Invoices | |
| Sale Invoices Last Year | |
| Sale Invoices Last Period | |
| Not Emailed Sale Invoices | |
| Outstanding Sale Invoices | |
| Posting or Failed | |
| Sale Invoices This Year | |
| Sale Invoices This Period | |
| Info |
|---|
- All Sale Invoice is the default filter setting when user first access the Sales Orders module.
- The last filter setting selected will be saved and defaulted when user next access the module.
- Mouse-over the Filter button to view the filter pop-up explanation.
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