Zoho Invoice

Help Docs

Filter and Sort Contacts

You can filter contacts in Zoho Invoice based on a particular criterion and view them together. In Zoho Invoice, Filters are also called as Views.

Sometimes, you would want to view all the customers who have not paid their invoice amount yet. You can select the filter Unpaid Customers in the Contacts module to view them.

Zoho Invoice has default filters based on certain criteria. However, if you want to filter the contacts based on your own criteria, you can do by creating your own Custom View. In this page, we’ll learn about how to use the existing default filters and how to create new custom views.

Default Filters

Default Filters are present in Zoho Invoice to help you to quickly filter the contacts. We’ve provided a list of default filters which you can apply to filter the contacts based on their criteria.

Filter Name Description
All Contacts All the contacts in Zoho Invoice will be displayed. By default, the Contacts module displays contacts using this filter.
CRM Customers All the contacts that are linked to Zoho CRM will be displayed when you use this filter.
Active Contacts All active contacts will be displayed when you use this filter. All contacts you create are active unless you mark them as inactive.
Duplicate Contacts All the contacts that have a duplicate Contact Display Name will be displayed when you use this filter.
Inactive Contacts All the contacts that you have marked as inactive will be displayed while you use this filter.
Client Portal Enabled All the contacts for whom you’ve enabled Client Portal are displayed when you use this filter.
Client Portal Disabled All the contacts for whom you’ve not enabled Client Portal are displayed when you use this filter.
Overdue Customers All the customers with overdue invoices are displayed under this filter.
Unpaid Customers All customers who are yet to make the payment for invoices when the payment term is not yet over are displayed when you use this filter.

Default Filters

Creating Custom Views

You can create a new custom view to filter the contacts based on the specific criteria you mention.

Scenario: Mark wants to view all the customers for whom the receivables due is greater than 5000. He can create a custom view and mention the criteria to filter all contacts with receivables greater than 5000. Once, he saves this custom view, he can apply this on his contacts and the filtered contacts will be displayed.

To create a new custom view:

Insight: The filtered contacts will be displayed with the fields that you’ve added to the Selected Columns table.

New Custom View

Now, the filter will be displayed under the default filters and you can filter the contacts based on the new criteria.

Editing Custom Views

To edit the custom view that you’ve created:


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