Only customers to whom you’ve enabled customer portal can view their invoices in the customer portal. By default, the Invoices module displays the invoices using this filter.Īll the invoices that are in the draft status are displayed when you use this filter.Īll the invoices that your customer has viewed in the customer portal is displayed when you use this filter. Filter NameĪll the invoices in Zoho Invoice will be displayed. The default filters that are available for invoices in Zoho Invoice is listed below with its descriptions. If you want to filter the invoices based on specific criteria, you can create custom views. Zoho Invoice contains a default set of filters based on a certain criteria which allows you to filter the invoices. Charles sends a reminder to his customers and asks them to make the payment. ![]() ![]() Immediately, Zoho Invoice lists all the overdue invoices. Quickly, he opens the Invoices module and clicks the filter and chooses Overdue. Scenario: Charles notices that his Accounts Receivable account has been stagnant for a while and he wants to view all the invoices that are overdue. Receiving Payments - Recurring Invoices. ![]() Associating Projects to Recurring Invoice.
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