Can I search or filter invoices on the AR Dashboard?

How do I search or filter invoices on the AR Dashboard?

Overview

The Outstanding Invoices section of the AR Dashboard lets you search, filter, and sort the full list of invoices so you can quickly find or act on a specific set of them.

 Searching by name, dues item, or invoice number

1. Click in the Search Invoices box.
2. Type all or part of a Member name, Household Title, dues item name, or invoice number.
3. Click the search button (magnifying glass) to run the search.
4. To clear your search terms, click the X button next to the search button.

 Filtering the list

• Filter by: dropdown — narrow the list to invoices sent in the last week, or overdue by 1–30 days, 31–60 days, or 60+ days.
• Invoice Type: button — shows All invoice types.
• Included Invoices: buttons — limit results by lateness status (e.g., Not Yet Late, Late, Paid).
• Active: buttons — limit results to invoices from Active Dues or Inactive Dues items.

 Sorting and paging

• Click any column header to sort the list by that criterion.
• Use the arrows and page numbers above and below the list to move between pages of results.