invoices

What is a custom view and how can I create one?

Custom View can be used to display invoice information that you feel relevant by creating a set of rules.

Create a Custom View

To create a custom view,

  • Go to Invoices tab.
  • Click on the drop-down button at the top of the invoice list and click on + New Custom View.
  • In the following screen, enter a name for the Custom View. Checking Mark as Favorite will display the the custom view in the top of the filter list.
  • Specify the criteria and column preferences.
  • You can choose to share this custom view with other organization users by clicking on Everyone under Share this with: section or select Only Me to keep it to yourself.
  • Click Save.

Edit a Custom View

To edit a custom view,

  • Go to Invoices tab.
  • Select the custom view that you’d want to edit from the filter list.
  • Next, click on the Edit icon that appears next to the custom view title.
  • Make the changes and click Save.

Delete a Custom View

To delete a Custom View,

  • Go to Invoices tab.
  • Select the custom view that you’d want to edit from the filter list.
  • Next, click on the Edit icon that appears next to the custom view title. In the following screen, click on Delete at the bottom-right corner.
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