How to Keep Invoice Filter from Changing
Learn how to set a filter and keep it from changing.
- If you’re not already on the invoice screen, navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices,” “pending signature,” or “in progress.”
- At the top of the page there is a filters option. It is defaulted to “hide” click there and it will change to “show”.
- When you click show a series of drop-down menus will appear. Select the options here that you would like to sort by (e.g. status, location, service type etc.)
- Click “save filter” to save these options.