Sales Invoice sort order

1

Hello,

When I click to Sales Invoices, this list here is not date sorted I guess but it is sorted as payments right ? But when I click it to Invoice date it is sorting to latest Invoices. Thank you,

2

There is not a column named “payments” in Sales Invoices. I guess you mean sorted by “status” but that is not the case either, the initial presentation is a combination of “invoice date” + “customer” + “status”. As soon as you click on a single column head such as “status” or “customer” it will sort the table accordingly, but only by clicking on the Sales Invoices tab you will get the default more complex sort-order.

3

The default sorting algorithm for sales invoices is:

  • Overpaid invoices first as these are usually bookkeeping errors
  • Then unpaid invoices sorted by issue date
  • Then paid invoices

Customers are not part of the algorithm.

1 Like
4

Then please explain the below:

Edited Screenshot 2022-08-14 at 15.09.14
Edited Screenshot 2022-08-14 at 15.09.14950Ă—266 76.4 KB

5

Thank you !

6

It is quite simple:

  1. You have no overpaid invoices, so the algorithm moves to the second step.
  2. All your unpaid invoices are shown next. Within that grouping, they are in order by issue date, from most recent to oldest. The algorithm then moves to the final step.
  3. All your paid invoices are shown last. Within this group, organization is also by issue date, from most recent to oldest, although I did not mention that in my earlier post.

What else do you believe needs to be explained?

7

I’ve been using Manager every day for 5 years and enjoy it’s performance very much.

However, an update to version 23.5.1.814 or perhaps prior seems to index Sales Invoices initially by default on Reference number. Yes I can click twice on Status and change the sort order back to Overdue by date, Coming Due by date and finally Paid by date, but that takes time to perform every time I switch to Sales Invoice, when the old default did this automatically as I mentioned. Is there a way to change this back to the sort order you describe?

1 Like
8

No, there is no way. The scheme discussed previously in this thread was replaced when the current status reporting was implemented, after the Edit Columns feature was introduced.

I am closing this topic, because it is obsolete.