Filtering of Invoices for Payment

Updated on 03 Feb 2023

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The Payment screen provides a mechanism for filtering the invoices available for selection when applying payments. In the header of the Invoices section of the Payment screen, filters are provided for many of the columns indicated by the Filter icon. The option to sort results in ascending or descending order is indicated with the arrow icon next to the filter.

Note that filters should be used to display desired invoices before allocating the payment to invoices. Changing the filters clears out existing allocations.

The following table describes the invoice filters:

Filter	Filter Type	Description
Prefix	Multi-Select	Allows you to filter on invoice number prefixes as defined on the Branch screen in Admin.
Invoice #	Multi-Select	Allows you to filter by selecting a list of available invoice numbers that should be displayed.
Description	String	Allows you to filter based on a string search of the invoice description which is comprised of the property name, opportunity number, and opportunity name.
Invoice Date	Date	Allows you to filter on the invoice date.
Invoice Amount	Number	Allows you to filter on the invoice amount.
Open Balance	Number	Allows you to filter on invoice open balance.

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