Filtering on the invoices & credit notes table

Modified on Tue, 27 May at 3:42 AM

2 minute read

The Invoices & Credit Notes table provides a range of filters that allow you to segment and manage financial documents before issuing them. These filters make it easy to identify which documents still need to be sent or downloaded and ensure accurate delivery to the right fee payers.

Please note that the filters you apply will directly impact which documents can be sent or downloaded in bulk, so it's important to use them correctly.

How to access and filter the table

To apply filters on the Invoices & Credit Notes table:

Navigate to the Billing tab.
Select Invoices & Accounts.
Choose a Location.
Click Invoices & Credit Notes.
Select Filtering in the top-right corner of the table.
Apply your chosen filters from the panel.

Filter	Description
Search	Search by fee payer name, resident name, or document reference to locate associated documents.
Contains Care Fees or Extras Dated After	Returns documents with care fees dated on or after the selected date.
Contains Care Fees or Extras Dated Before	Returns documents with care fees dated on or before the selected date.
Issue Date on or After	Filters documents with an issue date on or after the selected date.
Issue Date or or Before	Filters documents with an issue date on or before the selected date.
Due On or After	Filters documents with a due date on or after the selected date.
Due On or Before	Filters documents with a due date on or before the selected date.
Document Type	Returns documents based on whether they are Invoices or Credit Notes.
Stage	Filters documents by their current stage
Status	Filters documents based on their status
Company Fee Payer	Filters by specific company fee payers available at the selected location.
Billing Contract	Returns documents generated from selected billing contracts at that location.
Default Schedules	Filters by documents generated through specific default schedules.
Funding Type	Filters by the funding types of associated fee payers.
Payment Method	Filters by the payment method of the associated fee payers.
Preferred Delivery Method	Filters by the preferred delivery method (Email, Post, None) of the fee payers.
Sent	Filter based on whether the document has been sent to the fee payer.
Downloaded	Filter based on whether the document has been downloaded.
Exported	Filter based on whether the document has been exported.