Filter Recurring Invoices

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The recurring invoices list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count and dollar value of recurring invoices, based on your selected criteria. 

As an example, if you wanted to know how many recurring invoices happen on a monthly basis, you could filter the list by Recurring Frequency and choose "Monthly". Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count and dollar amount of all recurring invoices that happen on a monthly basis. The list has also changed and displays only the recurring invoices that happen on a monthly basis.

To get started, select General Financials > Recurring Invoices - from the main menu on the left hand side of the screen.

 
 
 
 

This will open your Auto-Scheduled Recurring Invoices list. To filter the list, click the "Filter List" button.

 
 
 
 

The Filter List panel will open above the auto-scheduled recurring invoices list...

 
 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Recurring Invoices can be filtered by:

  • Recurring Frequency
  • Last Scheduled Invoice Date Range

Click the "Filter List" button and the list will display only the recurring invoices that meet the selected criteria.