JobsiteOn

Search and Filter Invoices

Find any invoice quickly using search, status filters, and sorting to manage your billing and accounts receivable.

Chloe Nguyen
Written by Chloe NguyenUpdated 4 months ago2 min readBeginner

What this guide covers

This guide explains how to search and filter the invoices list in JobsiteOn. You will learn how to find specific invoices, filter by status, sort by columns, and use these tools to manage your accounts receivable efficiently.

  1. Navigate to /invoices.
  2. Click the search bar at the top of the list.
  3. Type a search term. You can search by:
    • Invoice number
    • Contact name
    • Property address
  4. Results update as you type.

Screenshot: The invoices list search bar with a query returning two matching invoices.

Filtering by status

  1. Click the Status filter above the list.
  2. Select one or more statuses:
    • Draft: Invoices not yet sent.
    • Sent: Delivered to the customer.
    • Viewed: Customer has opened the link.
    • Paid: Full payment received.
    • Overdue: Past due date without payment.
    • Voided: Cancelled invoices.
  3. The list updates to show only matching invoices.

Tip: Filter by Overdue at the start of each week to identify invoices that need follow-up.

Sorting the list

Click any column header to sort:

Click the same header again to reverse the sort direction.

Combining search and filters

Use search and filters together for targeted lookups:

  1. Filter by Overdue to see past-due invoices.
  2. Sort by Due Date ascending to show the oldest overdue invoices first.
  3. Or search for a specific customer name while the Overdue filter is active.

Animation: The invoices list being filtered by Overdue status, sorted by due date, and then a customer name search being added to narrow results further.

Best practices

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