Filter and Sort Invoices

Filtering and sorting tools help you quickly locate invoices across your site using invoice number, customer name, status, or date ranges. These tools also support export of invoice line items for deeper analysis or reporting.

There is a Invoices tab in the main navigation that shows all of the invoices for a site. This can be located in the Invoices section beneath Billing:

Listing all invoices for a site

The Invoices page lists all invoices for subscriptions within your site. Invoices may be filtered by invoice number, status, customer name, or the due date. Note that invoice segments and credit notes are not included in the invoice number search.

Additionally, each subscription also provides an invoice listing with the same filter functionality.

Listing all invoices for a subscription

However, the invoice listing on the subscription does allow segment invoices to be searched for by invoice number. Invoices are sorted by descending number value by default. You may click the table columns to sort by different dates or fields.

Exporting Invoice Line Items

You can export lines items for invoices issued within a specified time range. This can be done from the Invoices index.

Click the Export Invoice Line Items button in the top right corner to begin an export

For a complete list of the columns in the CSV export, please view the Export documentation.