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) and Customer directly on the filter bar. Click Filter for the rest, including Invoice Status, Consolidation, Amount, Product, Role, Sales Tax, and eInvoicing Status, which appears only on the eInvoicing view. The Date, Due Date, and Paid Date ranges are also under Filter, and each is its own independent filter. Set any combination of the three date ranges at once. They all apply together, so you can, for example, narrow to Invoices issued last month that are due this week.

Paid Date filters on the date an Invoice was paid in full. Since Credit Notes and Invoices that are unpaid or only partially paid have no paid date, they drop out of the list when you filter by Paid Date.

The Invoices page shows Invoices by default; use the Type button on the filter bar to switch to Credit Notes or to show both. Consolidated Invoice Segments are included in the default Document ID search unless you filter them out by Consolidation.

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 invoices

Click Export Results at the top of the Invoices page to export the Invoices currently shown as a CSV. The export honors every filter applied to the list, including the selected Type and any Date, Due Date, and Paid Date ranges you've set.

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.