thread Re: How to Organize Invoices in Archived Discussions (Read Only)

How to Organize Invoices

NoLiCDC — Sun, 12 Jan 2020 03:26:36 GMT

Hi!

We have several different programs that we run. I am looking to find a way to organize our invoices by program. It would be ideal to be able to add another filter in. I already know how to edit the customers profile and add in roles and programs. However, I am looking for a way to organize invoices. Ultimately, I want to be able to see what all invoices belong to what program but not have the invoices be siloed by program. Thank you for your help in advance!

Re: How to Organize Invoices

AshleyK — Mon, 13 Jan 2020 16:04:26 GMT

Hey! Thanks so much for reaching out about this. At this time, we do not have any way to specifically filter an invoice by a program, but what you can do is try and put the program name in the invoice ID. When you search the programs associated with those invoices, all invoices with that program name in the Invoice ID will appear. See the demo screenshot below:

I hope this helps! Let me know if you have any other questions. 🙂