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Sales Invoice | List view - Filter by Contact Group

Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

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Paul Bannister shared this idea  ·   ·  Report…  ·  Admin →
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  • Anita | Botham's of Whitby commented  ·   ·  Report

    We send invoices from our bakery software, but as many of our customers also use Xero it would be much better to also have a contact group 'Uses Xero' so that I can filter invoices awaiting payment, the relevant dates, and send the Xero version of the invoices to customers.
    Currently there is no way to do this.

  • Nikki Velinsky commented  ·   ·  Report

    It would be really useful to filter the awaiting payment invoices too, by contact group, for when bulk payments come in.

  • Sarah Rodway commented  ·   ·  Report

    More columns available on invoices list to include supplier group

  • Sarah Rodway commented  ·   ·  Report

    To be able to filter invoices awaiting payment by supplier group