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How to Sort and Filter Invoices During Payment Settlement

Written By Team Flobiz

Last updated 4 months ago

Overview

Finding the right invoices during payment settlement can be time-consuming, especially when dealing with multiple outstanding invoices.

With the new sorting and filtering options in Payment In, you can quickly organize invoices and settle payments based on your preferred workflow.

What's New

Sort Invoices During Payment Settlement

You can now sort invoices using:

  • Invoice Date

  • Due Date

Both options support:

  • Ascending order

  • Descending order

This helps you prioritize invoices based on due dates, invoice age, or recent transactions.

Filter Invoices by Date Range

Need to settle payments for a specific period?

Use the Date Range filter to display only relevant invoices.

This is useful when:

  • Settling monthly payments

  • Reconciling a specific billing period

  • Managing large numbers of outstanding invoices

Selected Invoices Stay on Top

When you select invoices and continue editing the settlement, those invoices remain pinned at the top of the list.

This reduces scrolling and helps prevent settlement mistakes.

FAQs

Yes. You can sort invoices by either Due Date or Invoice Date.

Yes. Both sorting options support ascending and descending order.

No. The filter only changes which invoices are displayed during the current settlement process.

This makes settlement easier by keeping the invoices you're working on visible throughout the process.

Yes. You can clear or modify the filter at any time.

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