Search Filters
The Search Filters at the top of the screen allow users to narrow the Results List to meet specific criteria. It is possible to use a particular field as well as a combination of fields.
Field | Description |
|---|---|
Client | Use this field to filter results by the client’s name. |
Payor | Use this drop down to filter results by the payer. |
Status | Use this drop down to filter results by invoice status. |
Invoice | Use this field to filter results by invoice number. |
Date From | Use this field to filter payments beginning on this date. |
Date To | Use this field to filter invoices ending on this date. |
Hide Cancelled Events | Select this checkbox to remove cancelled events from the results list. |
Group By Invoice | Select this checkbox to group the results by invoice. |
Newest To Oldest | Select this checkbox to sort the results with the newest invoices first. |
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