Saving Views for Orders and Invoices

Saved views let you keep a filtered table setup you use often on Sell > Sales Orders or Sell > Invoices. A saved view remembers the filters you choose from the Filter button and your table column preferences, so you can return to that setup from the top of the page.

How to Get There

Go to Sell > Sales Orders or Sell > Invoices in the sidebar.

Create a Saved View

1. Click Filter.
2. Choose the filters you want for the table.
3. Adjust the table columns if you want the view to remember a different column setup.
4. Click Save View.
5. Enter a View name.
6. Optional: choose an icon for the view.
7. Click Save.

After you save it, the view appears as a chip in the breadcrumb bar after the built-in quick filters like All, Overdue, or Coming Due.

Use a Saved View

Click the saved view chip to apply it. Peasy updates the table filters and column setup to match that view.

To leave the saved view, click All or open the saved view's menu and choose Close view. Choosing a built-in quick filter also clears the active saved view, so only one view is active at a time.

Update or Manage a Saved View

When you change filters or columns while a saved view is active, Save View becomes a dropdown.

Use that dropdown to:

• Update this view - Replace the saved view with your current filters and columns
• Save as new view - Keep the existing view and create another one

Use the menu on the active saved view chip to:

• Close view - Return to the default table setup
• Rename - Change the view name
• Update with current filters - Save your current filters and columns back to the view
• Delete - Remove the saved view

Good to Know

• Saved views are available on Sales Orders and Invoices.
• Saved views remember filters from the Filter button and table column preferences.
• The built-in quick filters, such as All, New, Overdue, Coming Due, and To Fulfill, stay separate from saved views.
• The table search box is temporary and is not saved as part of a view.

Related

• Creating Sales Orders - Create and manage customer orders
• Managing Invoices - View, send, and track invoices