Sorting the Invoices List

The Invoices List can be sorted by date, invoice number, customer name, total amount of the invoice, the balance due on the invoice, or the invoice due date.

  • When sorting by Date, invoices/quotes are displayed by the date the invoice or quote was created
  • When sorting by Number, invoices/quotes are displayed by the invoice or quote number
  • When sorting by Customer, invoices/quotes are displayed by customer name alphabetically
  • When sorting by Total, invoices/quotes are displayed by the total amount of the invoices
  • When sorting by Balance, invoices/quotes are displayed by outstanding invoice balance
  • When sorting by Due Date, invoices/quotes are displayed by the date the invoice is due to be paid


The direction of the orange arrows indicates if the sort is ascending or descending The arrow pointing up means the entries are sorted in ascending order: (A to Z) for words, lowest to highest order for numbers, and earliest to latest for dates. The arrow pointing down means the entries are sorted in descending order: (Z to A) for words, highest to lowest order for numbers, and latest to earliest for dates.
 

To sort the Invoices List:

  1. On the Invoices List, click a "Sort By" link to change how the list is displayed.

  1. Click the sort direction arrow to reverse the sort.