Invoice Filter

Invoice Filter

The Invoice Filter at the top left of the screen allows users to narrow the Results List to meet specific criteria.

Field

Description

Payor

Use this field to filter invoices by the associated payer.

Date From

Use these fields to filter for invoices that are dated within the selected range.

Date To

Max Balance

Use this field to filter results based on the invoice’s balance.
This amount must be greater than zero but cannot exceed $999.99.

Show all kind of invoices

Check this box to include invoices regardless of the status.

Include Overpayments

Check this box to include overpaid invoices.

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