Use invoice filters when you want a saved view you can return to, and column grouping when you want a quick visual breakdown of the invoice list.
How to Filter Invoices
Use invoice filters to narrow the invoice list by criteria like status, location, or service type. Saving the filter keeps it in place so the invoice list doesn't change back each time you return to it.
From the dashboard, click the Invoices tab.
Choose the section you want to view:
All Invoices
Pending Signature
In Progress
At the top of the page, locate the Filters option. It is set to Hide by default.
Click Hide to switch it to Show.
A series of dropdown menus appears. Select the criteria you want to filter by, such as:
Status
Location
Service Type
Click Save Filter. Your saved filter stays applied to the invoice list until you reset it.
To remove a saved filter and see all invoices again, click Reset.
Saving and resetting filters works the same way on any Floorzap page that has filter options, not just invoices.
How to Group Invoices by Column
Use column grouping to quickly organize invoices by a column, such as Status, directly within the invoice list.
From the dashboard, click the Invoices tab.
Choose the section you want to view:
All Invoices
Pending Signature
In Progress
Above the invoice list, locate the area labeled "Drag a column header and drop it here to group by that column".
Click and drag the column header you want to group by (for example, Status) into this area.
The invoices automatically group based on your selection.
To remove the grouping, drag the column header back out of the grouping area, or click the x next to the column name in the grouping area.
Why Isn't an Invoice Showing on the All Invoices Page?
If an invoice exists but doesn't appear on the All Invoices page, work through these checks before contacting support:
Reset any saved filters. At the top of the page, click Hide to switch Filters to Show, then click Reset. A saved Status or Location filter can hide invoices without you noticing.
Check the Pending Signature and In Progress sections to see if the invoice is listed there.
Search for the invoice number using the universal search in the top right.
If the invoice opens from search but still doesn't appear on the All Invoices page, the invoice itself is fine and the list isn't displaying it. Contact support with the invoice number and the names of any users who can't see it.