Customise the columns
Navigate to the 'INVOICES', when the Invoice page loads, the default view is set to show the ALL tab. There are additional tabs for default list views for:
Draft Invoice
Invoiced
Invoice posted
Cancelled.
It is possible to customise how you see the invoices and their details in the invoices page.
Click on 'Edit columns'
When clicked, a side pane will open on the left side of the screen.
Select the invoices details you like to see in the page.
Close the side pane when ready.
Invoice additional fields are added in Configuration. Once added, those additional fields be shown in the side pane.
Filter data
You can filter data in the page by using the filter icon in the header of the table. Hover in the column header and the filter icon will show in the bottom right corner.
Click on the filter icon.
Select the data you would like to filter.
The data will update as the filters are selected.
A label display how many filters are applied - these apply to the filters in the column header, ie: multiple filters in 1 column will show as 1 active filter. The filter icon will highlight green to indicate which column has the filter applied.
Once the filters are selected, click 'Close' to close the popup window.
Filters set on 1 tab will be applied to all tabs.
The filter will be saved. The next time you navigate to this page, you will see the same view.
🚨 Custom column views - both the order and size - are retained by your browser. If you delete your cookies or have opted to configure your browser to never store cookies in the first place, the views won't be saved and will be reset to the default the next time you use Qargo.