Filter the Contact List by last invoice date to identify customers invoiced within a specific time period, then save the filtered results as a list for future use. Saved lists can be accessed in the List Builder for printing reports or labels, sending emails, or working with the group again later.
Before beginning, from the contact list toolbar, select the filter button
then choose Clear Filter to ensure you do not have any filters set.
- From the contact list toolbar, select the filter button then choose Filter.
- From the Last Invoice field, select Between.
- Using the calendar picker, enter a range within the two date fields, then select OK.
- To save the group in the List Builder, click the checkbox column header to select all, then from the toolbar, then select the list builder button
and choose New List. - Give the list a Description (i.e., Last Invoiced: 2025), then select OK.
- To clear the filter set, from the contact list toolbar, select the filter button then choose Clear Filter.
- To view your newly saved list from the List Builder to print as a report, mailing labels, or send a group email, from the sidebar navigation, click
Contacts, then List Builder.
The saved list can be accessed quickly for future printing as a report, mailing labels, or sending an email. See Manage Tasks in the List Builder to Print, Email, and more.
