Note: the feature presented here is available within all of our subscription plans. To learn more, please click here.
1) Simply click on the column header that you wish to sort your invoice list by (e.g. click on the column header “Payment Due Date” to sort invoices by those due soonest).
2) Choose to view only “Saved Invoices”, “Sent Invoices”, or “Paid Invoices” by selecting the appropriate one from the drop-down menu that reads, “All Invoices”.
To learn how to sort your PracticePanther tasks, please click here!