Filter, Sort, and Export Invoices

Locate invoices across your site by invoice number, customer name, status, or date range, then export what you find for deeper analysis or reporting.

Filter invoices

Go to Billing > Invoices to see all Invoices for your site.

You can filter by Document ID (invoice number), Customer, Status, and Date or Due Date range. More filters, including Consolidation Level, Amount, Product, Role, Tax Amount, and eInvoicing status, are available under More Filters.

The Invoices page shows Invoices by default; use the Document Type toggle to switch to Credit Notes. Consolidated Invoice Segments are included in the default Document ID search unless you filter them out by Consolidation Level.

Each Subscription also has its own invoice listing, with a smaller filter set: Invoice #, Status, and Due Date range.

Sort invoices

Invoices are sorted by Date (issue date) descending by default. Click the Date, Due Date, eInvoicing Status, or Sync Timestamp column header to change the sort; the invoice number column is not sortable.

Export invoice line items

Click Export Invoice Line Items at the top of the Invoices page, then select a date range. Advanced Billing exports line items for Invoices issued within that range.

Related information

For a complete list of the columns in the CSV export, see Understand Data Export.