Product Documentation

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About FusionInvoice - 2023

Search, Tags, and Filtering

The Search Field

What are Filters?

Tags

Filtering Tags


The Search Field

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. It is to the right of the module title.

Search is designed to respect all active filters.



What are Filters?

The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. These allow you to segment your those modules based on the criteria you set.

When a filter is set, a small indicator with the number of matching records will show at the bottom of the list screen. You can remove all filters by pressing the "clear" button.


Tags

Tags are a way of segmenting your clients. You can add tags to a client record on the client record edit screen, as well as on the notes.

Note: Tags, once deleted from the all client records and notes, will not be removed from the tag filter until you run a tag cleanup from System Settings.


Filtering Tags

There is a tag filter button at the top of the client list. Choose the tags that you would like to filter by and click "submit".