Step 1: Open the Filter Panel

Click the Filter icon in the top-right corner of the Sales Inbox.

This opens the filter panel, where you can search and narrow down sales transactions using available filter options, making invoice management faster and more organized.

Step 2: Search Using Filter Fields

Enter the required details in the available filter fields to search for specific sales invoices.

Using filters helps you quickly locate transactions, review customer invoices, track sales records, and efficiently manage large volumes of accounting data.

Step 3: Apply the Filter

Click Apply to display the sales invoices that match your selected search criteria.

Accomation.io instantly updates the Sales Inbox with the filtered results, allowing you to find relevant transactions quickly and improve day-to-day accounting productivity.

How to use 'Filter' feature?