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Filter the Invoice List on a Dues and Fees Summary

Narrow down the invoice list on a Dues and Fees item’s summary window to find specific invoices.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Dues & Fees tab.
  3. Find the item and click the View Summary (magnifying glass) icon in the ACTIONS column.
  4. Click the search category dropdown (defaults to Search Name) and choose Search By Invoice Number or Search By Status if you want to search by something other than name.
  5. Type your search text in the Search Invoices box.
  6. Click Search to apply it. The criterion appears as a gray box below the search bar, and the invoice list updates to match.
  7. Repeat with a different category to combine multiple search criteria — each one adds its own gray box.

Tip: Click the X on an individual gray box to remove just that criterion, or click Clear to remove all of them at once.

You can also narrow the list by date using the Invoice Range calendar above the search bar, and sort any column by clicking its header.