- Knowledge Base
- Financials
- Invoicing
Filter Invoices
OBJECTIVE
To filter Invoices in ConstructionOnline.
BACKGROUND
ConstructionOnline provides the most powerful cloud-based Estimating in the industry, giving users the ability to manage their Project Financials from Proposal generation through final Invoicing.
THINGS TO CONSIDER
- Company Users assigned to the Project must have permission to be able to create, edit, or delete an Invoice.
STEPS TO FILTER INVOICES
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Invoicing category
- Click the gray arrow to expand the Filters table
- Filter by Date, Status, or Billed To
- You can also Filter by Status by clicking the different boxes
- Filters will automatically lock once selected
- To clear Filters, click the X next to each selected Filter
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.