Smart Lists for Invoices
M
Matt Vega
Can we get the ability to create smart lists for invoices with more options for filtering? Currently, it is a nightmare to track and view invoices based on status or customer. It would be great to save custom filter settings as a smart list the same way we can with contacts.
This would allow us to do things like save a view where it has only the current month's invoices or past rolling 30 days, sort invoices by contact tags, or at a glance see what invoices have not yet been paid.
There are currently common things that I need to view a few times per month that are easy to do in almost every other accounting software. For example, right now if I want to see what I haven't been paid for, I have to filter by sent invoices, then filter by overdue invoices, then filter by partially paid invoices just to get a sense of what money has not been collected. If I could save those 3 filter settings in a smart view I could easily see money not collected. Even the mobile app has "Active transactions" which is more useful but it isn't available on desktop. More flexibility in tracking finances would be amazing here.
Log In