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KashFlow Ideas

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Filter Invoices by Sources

Filtering Invoices by Sources would allow us to view all the invoices issued coming from a particular Source. This way we can see the progress that particular source had on our sales in the past month. At the moment you can only see the names of the people coming from the source and you have to click on the name to see the invoice details. What we would like to see is a list of invoices ordered by date and preferably the amount just like on the invoices page except filtered for a particular source.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Sian, You can use the 'Income by Source' report to solve this problem. This can be found in the Income Reports section under 'Reports'
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