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.