As your invoice list grows, the search, filter, and sort controls on the Invoices page let you find exactly the bill you're after — whether that's one customer's invoice number, every Open invoice, or just what's gone overdue. This guide walks through each control and how they combine.
How to find, filter, and sort your invoices in Cornerspot
Open the Invoices page, then narrow the list with search and filters, and reorder it by clicking any sortable column header. The controls stack, so you can combine them to zero in on any invoice.
1. Open the Invoices page
From the dashboard, select Invoices in the left-hand menu (under Members & Billing). The filters bar sits above the table, and every invoice shows its Number, Customer, Status, Issued and Due dates, Total, and Outstanding balance.
2. Search for an invoice
Use the search box — “Search invoice number, account, item…” — to match an invoice by its number, the customer account, or a line item. The list filters as you type.
3. Filter by status
Open the Filter by Status menu to narrow the list by one or more statuses — Draft, Open, Paid, Partially paid, Overdue, Void, or Uncollectible. There's also an overdue toggle (All invoices / Overdue only) to surface just what's past due.
4. Filter by date range
Use the date menu to focus on a recent window — Any time, Last 7 days, Last 30 days, or Last 90 days. Filters stack, so a status filter and a date range work together.
5. Review and clear your filters
Each active filter appears as a removable chip below the filters bar. Click a chip's × to drop just that filter, or use Clear all to reset them together and return to the full list.
6. Sort by a column
Click any sortable column header — Number, Status, Issued, Due, or Total — to sort by it. Click the same header again to flip between ascending and descending.
Reading the list at a glance
- Number: A finalized invoice shows its
INV-number; a draft shows DRAFT until you finalize it. - Status: A colored badge — Draft, Open, Partially paid, Paid, Overdue, Void, or Uncollectible.
- Outstanding: The remaining balance, or a Paid in full pill once nothing is owed.
- Filters & search persist together: Combine the search box with the status, overdue, and date filters to narrow to exactly the invoices you need.
Tips
- Use Overdue only for a quick collections view of everything past its due date.
- Sort by Total or Outstanding when you want to prioritize your largest open balances.
- Filters apply to the whole list, so a search plus a status filter is the fastest way to find one specific invoice.