The filter function in the billing section allows you to narrow down your invoices based on specific criteria. Here’s how it works:
- Filter Options:
- Payment Type: Choose from different payment types (e.g., online payments, other payments, insurance payments).
- Status: Select the invoice status (e.g., draft, sent, paid).
- Date Range: Specify a date range to filter invoices within a specific period.
- Applying Filters:
- Choose your desired filters for each section.
- Click the “Apply” button to see the filtered results.
- To remove a filter, unselect the filter option and click “Apply” again.
- Alternatively, you can refresh the page to reset all filters.
- Example Usage:
- You can choose one option from each section. For example, view online payments that are marked as sent within a specific date range.
- You can also view invoices based on a single criterion, such as selecting “paid” in the status section to view all paid invoices, regardless of payment type.
By using these filters, you can efficiently manage and review your invoices based on specific needs and criteria.