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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Click the gray arrow to expand the Filters table
  5. Filter by Date, Status, or Billed To
  6. You can also Filter by Status by clicking the different boxes

    1. Filters will automatically lock once selected
  7. To clear Filters, click the X next to each selected Filter

    HAVE MORE QUESTIONS?

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