Invoices List Search
You can also view all invoices, search, and/or filter invoices from the Invoices list page.
Go to the Invoices list page by clicking on "Invoices" link in left navigation bar.
In the search bar, you can enter the invoice number, client number, client name, matter number, or matter name to search invoices
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the invoices list by:
Status
Client
Matter
Charge
Payment
Click the "All Filters" button to filter by more filter options.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Pre-Billed or Invoices List Page
If you have any questions, please let us know!