Filter Contacts by Last Invoice Date

Use the Last Invoice filter to show contacts invoiced within a specific timeframe.

Tip: Before proceeding with the steps below, see Customize the Contact List to add or remove any additional profile fields from the Contact List.

1. From the contact list toolbar, select the filter button then choose Filter.
2. From the Last Invoice field, select Between.
3. Enter a range within the two date fields, then select OK.
4. The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button then choose Print (or see Print Labels to print in a label format).
5. In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF.
6. When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.

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Additional Information:

• Create List Based On Last Invoice Date
• Sort or Filter Contacts