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patrickpellin
Level 1

Can I retrieve Invoices issued to a particular client? The programme used to offer sort alternatives by Status, Date and Name (no longer available). Thank you.

I need to check invoices issued for one particular client over a given period of time. How can I do that?

2 Comments 2
john_T
QuickBooks Team

Can I retrieve Invoices issued to a particular client? The programme used to offer sort alternatives by Status, Date and Name (no longer available). Thank you.

Hi there, Patrick. In QuickBooks Self-Employed, the invoice list now focuses on sorting and filtering by Status and Date, while the search bar and Name filter are no longer available. This change streamlines the process for reviewing invoices based on their current state or time period.
 

To review invoices for a particular client, you can filter the list by Status and Date range, then use your browser’s CTRL+F (Find) function to locate the client in the filtered list. This way, you can quickly identify invoices issued to that client over the period you need.
 

If you have any further questions, feel free to reply in this thread.

john_T
QuickBooks Team

Can I retrieve Invoices issued to a particular client? The programme used to offer sort alternatives by Status, Date and Name (no longer available). Thank you.

Hi there, patrick.

Just checking in to see if the solution we shared worked for you.

Please let us know if everything is now working smoothly or if you're still experiencing any challenges.

We'll be glad to assist further if needed.

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