Filter Contacts by Last Invoice Date
Use the Last Invoice filter to show contacts that already have been invoiced within a specific timeframe.
Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar, click then select Filter.
- From the Last Invoice field, select Between.
- Enter a range within the two date fields, then click .
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click and select Print (or see Print Labels to print in a label format).
- From the print preview form, click to print, or if using a mobile device, click to export and download as another file type such as PDF.
- When finished, to clear any filters that may be set, click then select Clear Filter.