DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Invoice sort


#1

hello, in sales invoice i would like to be able to sort invoices by customer name
or sort by specific date or specific period


#2

also if possible to add attachment to invoice


#3

You can accomplish much of what you ask by sorting the invoice listing. Type in a date and you will get all invoices on that date. Type in a customer name (or even a portion of the name) and you will get all invoices containing that text. This does not give you a date range.

To add an attachment, print the invoice as a PDF and use your PDF viewer to add pages, such as a scan of receipts if necessary.

@lubos has mentioned additional improvements coming in this regard, but these approaches should help until they are available.