How do I Set Up Custom Views in Invoices?

Updated on March 19, 2018 12:03AM by Admin


A custom view is a feature that allows you to search & filter a list of invoices, then select the columns you want and save a shortcut for later. This view feature is standard, but the views can filter & display any custom fields that you have configured for your business.

  • If you want to view more invoice information, you need to select fields from “Display” field.
  • You can save your custom view of invoice information for your future reference in “My Views”.

Steps to Create My Views in Invoices App

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on the "Advance search down arrow" in the simple search field  at the app header bar.
  3. Click on "Search" icon at the bottom. For instance: Search for 20% discount invoice's information by entering the discount percent as From 20% To 100% in the specified field.
    discount search
  4. You can view the search results as shown in the image below:
    invoice results
  5. Click on “Overview” drop down in "Display" field.
  6. Select fields you would like to view in a table format.
    adding fields
  7. Click on “Save as View” blue button.
    save as view
  8. You can view "Save as view" pop up and specify:
    • View Name – Name of the view.
    • Share With Other Users – Toggle “ON” to share views with others. If needed.
  9. Click on “Save” button.

To view the custom fields:

  1. Click on "My Views" from the left navigation panel on Invoices dashboard.
  2. You can view the created views, as shown in the image below:
    my view
  3. We have created a view in the name of "20% Discount".

Related Links