💡How to Filter Sales

This tutorial will guide you through the steps to find specific quote, invoice or receipt based on various criteria.

Steps:

1. Click on "Sales & Orders" from the side menu and click on "Sales". This will take you to the Sales page.

2. Click on the search icon at the top of the sales table to show the filter form.

3. Use the filter form to filter the sales by:

   • Customer name or customer ID

   • Customer phone number

   • Sale ID (e.g., sale number)

   • Sale status (e.g., Receipts, Invoices, Quotes)

   • Date range (last update date from and to date)

4. Click on "Apply Filter" to view the results.

Hint: The stats above the table, showing the Amount Received and Balance Due values, are based on the filtered results.