thread Re: sort invoices according to date paid in Archived Discussions (Read Only)

sort invoices according to date paid

coreyhts — Mon, 13 Feb 2017 18:24:47 GMT

I need to see the list of invoices by date paid so I can reconcile against my work calendar and post date final paid as date of project completion.

Re: sort invoices according to date paid

Spenser — Wed, 15 Feb 2017 19:30:41 GMT

Hi @coreyhts, welcome to the Community.

There isn't a report for this or way to sort your Invoices from the Invoices page, however the Transactions summary will list payments as they were chronologically received. Additionally, you can export the Transaction CSV, which will allow you to single out Invoices specifically - if you want to filter out Point of Sale payments, for example. Hope that helps!

Re: sort invoices according to date paid

coreyhts — Mon, 20 Feb 2017 11:42:50 GMT

Thanks, That will do exactly what I needed. That lets me see who was in each deposit which is what I was looking for.

Re: sort invoices according to date paid

Spenser — Mon, 20 Feb 2017 22:53:19 GMT

Happy to hear it! Don't hesitate to follow up with us if there's anything further we can do to help.