Filtering on the upcoming invoices & credit notes table

Modified on Tue, 27 May at 3:45 AM

2 minute read

The Upcoming Invoices & Credit Notes table allows you to filter and segment invoice and credit note schedules before running them. Using filters helps you narrow down the list of schedules available, making it easier to manage and run the ones you need.

This is important because based on the applied filtering you have will determine what schedules will generate official financial documents.

To access and filter the Upcoming Invoices & Credit Notes table:

Navigate to the Billing tab.
Select Invoices & Accounts.
Choose a Location.
Select Upcoming Invoices & Credit Notes.
Click Filtering in the top-right corner of the table.
Apply the relevant filters as needed.

Filter	Description
Search	Type in a fee payer’s name to return all schedules linked to that fee payer.
Issue Date	Filters schedules based on the issue date of the financial document that will be generated.
Generation Date After	Returns schedules with a generation date on or after the selected date.
Generation Date Before	Returns schedules with a generation date on or before the selected date.
Document Type	Filter schedules that will generate either an Invoice or a Credit Note.
Company Fee Payer	Select specific company fee payers available at that location and return the schedules associated with them.
Billing Contract	Select specific billing contracts available at that location and return the schedules associated with them.
Default Schedules	Filter by schedules that belong to a specific default schedule group.
Funding Types	Filter by the funding types of fee payers associated with the schedules.
Payment Method	Filter by the payment method of the fee payers linked to the schedule.
Preferred Delivery Method	Filter by the preferred delivery method (Email, Post, None) of the fee payers associated with the schedule.