Forum Message

Setting Date Filter for Invoices

Good Day

In my invoices section where my invoices, quotes, credit notes etc are displayed, how do I set a filter to always show a new year ex. 2020 instead of always seeing invoices and quotes from the past years.


Posted by Dwayne Nelson on Jan 29, 2020 5:56 PM GMT

Hi Dwayne,

In the Invoices list you can set the date range filter at the top of the
list. For example, to show only invoices in the current year set the From
date to 01/01/2020.


Posted by Solar Accounts Customer Support on Jan 31, 2020 1:26 PM GMT