How To Use Advanced Filters on the Invoice Page

Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Click the Advanced Filters icon to the right of the search bar to customize your table.
1. Brands: Select up to 20 brands or click the Select All check box to search all brands.
2. Programs: Select the desired program(s) associated with the invoice(s) being searched.
3. Product Category: Select the desired product type from the dropdown.
  1. Apparel - Brand Apparel, Apparel - Team Store, College Coach Admission, Gate, Lodging, Other, Parking, Player Training, Recruiting, Schedule Changes, Uniforms, or Videos.
4. Invoice Item Type: Select the Invoice Item Type from the dropdown.
  1. All Invoices (default): Any invoice(s) associated with the brand.
  2. Program Registration Only: Invoice(s) associated with program registration
  3. Product Purchase Only: Invoice(s) associated with Product purchases.
5. Order Number: Enter the Order Number associated with the invoice(s).
6. Line Item or Team: Enter the line item or team name associated with the invoice(s).
7. First Name: Enter the first name associated with the invoice(s).
8. Last Name: Enter the first name associated with the invoice(s).
9. Company: Enter the company associated with the invoice(s).
10. Billing Email: Enter the email associated with the invoice(s).
11. Check Number or Last 4 Digits of Credit Card: Enter the check number or last four digits of the credit card used to purchase a product.
12. Show/ Hide Canceled Orders: Select your desired option from the dropdown.
  1. Hide Canceled Orders (default): This will hide the invoice(s) associated with canceled orders.
  2. Show Canceled Orders: This will show the invoice(s) associated with canceled orders.
13. Payment: Select a payment option from the dropdown and enter payment value.
  1. Any Amount Due (default): Filter any invoice with an amount due.
  2. Greater Than: Filter any invoice with an amount due greater than the set value.
  3. Less Than: Filter any invoice with an amount due less than the set value.
  4. Equal To: Filter any invoice with an amount due equal to the set value.
14. Due: Select a range from the dropdown.
  Note: This is what the Payment filter will apply to.
  1. Total Due: Any amount of money due on an invoice.
  2. Total Past Due: Any amount of money on an invoice that is unpaid and past its due date.
  3. Total Outstanding: Any amount of money on an invoice that is unpaid, but not past its due date.
15. Date: Select and enter a date range from the dropdown.
  1. Any Order Date (default)
  2. Before: Filter all invoices created before the date entered.
  3. After: Filter all invoices created after the date entered.
  4. Range: Filter all invoices created within the date range entered.
16. Number of Invoices: Select the number of invoices you want to show from the dropdown.
  1. 25 Invoices (default), 50 Invoices, 100 Invoices, 200 Invoices or 500 Invoices.