ℹ️ Why use invoice filters?
Find your invoices faster: Locate specific invoices by destination, period, payment status, or custom tags in seconds
Organize your workflow: Focus on invoices needing special attention (delayed payments, specific destinations, etc.) without manual searching
Export targeted data: Filter first, then export only the invoices you need for your analyses or reports
💻 Access the invoice filters
Go to Billing > Invoices
Click the Filter button (funnel icon) at the top of the invoice list
A filter panel opens with all available options organized by category
Tip: Use the search bar at the top of the filter panel to quickly find a specific filter by name.
⚙️ Available Filters
General
Invoice Type: Filter invoices by their type (e.g., with transport, without transport).
Destination to Invoice: Filter invoices by the destination to be invoiced. Start typing the destination name to search.
Tags: Filter invoices by internal tags. Tags are custom labels you create to organize your invoices by payment status, business activity, or specific circumstances.
Usage examples:
Payment tracking: “Pending collection,” “Payment delay,” “Dispute”Business categories: Project name, service line, or business unitSpecial cases: “Blocked,” “Follow-up needed”
Details of available filters:
Invoice tags and customer tags
Invoice tags and customer tags
Invoice tags are specific to invoices and help you track information at the invoice level (payment status, disputes, internal tracking).
The transport tags and customer tags are applied at the transport or customer profile level and are visible when viewing transports or customer profiles — not on the invoice page.
Key difference:
Invoice tags: Track specific invoice context (e.g., “Payment delay,” “Dispute,” “Pending collection”)
Customer tags: Categorize customers by type or priority (e.g., “VIP,” “Seasonal”)
Transport tags: Organize transport according to operational criteria (e.g., “Urgent,” “Special handling”)
🔔 The transport tags are not usable in invoice filters!
How to use these two "tags" filters?
Tags on invoices: Displays invoices where at least one of the selected tags has been directly applied.
Tags on customers: Displays invoices whose billing customer has at least one of the selected tags. This filter is based on the tags listed in the customer profile, not on the invoice itself.
Example: You've assigned the tag "ASTRE" to several customers. Using the "Tags on customers" filter with the value "ASTRE," you will find all invoices issued for these customers, even if this tag does not appear on the invoices.
Dates
Dates
Billing date Filter invoices by their issue date.
Due date Filter invoices by their payment deadline.
Payment date Filter invoices by the date they were actually paid.
Payment
Payment
Delayed payment Filter invoices with late payments.
Payment method Filter invoices by their method of payment (e.g., bank transfer, check, credit card).
Accounts
Accounts
Third-party accounts Filter invoices by third-party account code (used for accounting integration).
Sub-account Filter invoices by sub-account code.
Status
Status
Billing status Filter by invoice status (e.g., Draft, Finalized, Sent, Paid).
Accounting export status Filter invoices based on whether they have been exported to your accounting software.
✅ Tips for Effective Filtering
Combine multiple filters: Use several filters simultaneously (e.g., Destination + Due Date + Tags) to refine your search
Save time with tags: Tag your invoices with tags at the time of finalization to facilitate future filtering
Quickly reset filters: Click on Deselect All to reset your filters and start a new search
Need to create or manage invoice tags? Contact your Dashdoc administrator to set up predefined tags for your team.