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On this page you will find specific examples of how to use filters in the lists for Invoices, Payments, and Subscriptions. A general introduction to lists and tables (including columns, sorting, and views) can be found at Lists and Tables.

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Text Filters - Flexible Search in Text Fields

Text filters can be used for fields such as:
  • Invoices:
    • Document Number
    • Customer Number
    • Customer Name
    • Internal Note
  • Subscriptions:
    • Subscription Number
    • Name
    • Customer Number / Customer Name
    • PO Number
  • Payments:
    • Payment Number
    • Invoice Number
    • Description
All text filter operators are case-insensitive - capitalization does not matter.

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Available Options

  • Equals Finds entries where the text matches exactly. Example: A specific customer number or document number.
  • Contains Finds entries containing a word or partial word. Example: All descriptions containing “failed”.
  • Not Equal Explicitly excludes a specific text. Example: All entries except a specific status or name.
  • Does Not Contain Excludes all entries containing a specific text. Example: All internal notes without the word “Test”.
  • Is Empty / Is Not Empty Filters for empty or non-empty text fields, e.g., “Internal Note is empty”.

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Date Filters - Before, After, On a Day

For date fields such as Created On, Due On, Debited On, or Next Billing, the following options are available:
  • From a Date - shows all entries from this day (inclusive)
  • Until a Date - shows all entries until this day (inclusive)
  • Exactly on a Day - shows only entries on this calendar day
  • Date Range From/To - shows entries between two dates

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”Exactly on a Day”

When you select “Exactly on a Day”, all entries whose date falls on this calendar day are included - regardless of the time.
We automatically consider the time zone set in your tenant so that date filters always match your view in the system.

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Amount Filters - Filter by Amount Ranges

Amount fields (e.g., Gross Amount, Unpaid, Net, Fees, Account Balance) can be filtered by ranges:
  • Greater Than
  • Greater Than or Equal
  • Less Than
  • Less Than or Equal
  • Between Two Amounts
For monetary amounts, the table calculates in the background using the smallest unit (e.g., cents) so that filtering and sorting work exactly and consistently.

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Examples

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Example 1: Open Invoices for a Customer in July

You want to see all open invoices for a specific customer whose due date is in July. In the visual builder:
1

Add Filter

  • Field: Status -> Value: Unpaid
  • Field: Customer -> desired customer (customer filter)
  • Field: Due On -> Operator: Between -> from 07/01/2025 to 07/31/2025
2

Apply Filter

Click Apply to update the list.

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Example 2: Subscriptions Without PO Number

All subscriptions where no PO number has been entered yet:
1

Open Filter

Go to Subscriptions -> Subscriptions and click on Filter.
2

Create Rule

  • Field: PO Number
  • Operator: Is Empty

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Example 3: Payments with Specific Text in Description

You want to find all payments whose description contains the word “chargeback”:
1

Open Filter

Go to Billing -> Payments and open the filter.
2

Create Rule

  • Field: Description
  • Operator: Contains
  • Value: chargeback

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Saving Views (Presets)

You can save more complex filter combinations as a view:
  1. Configure and apply filters.
  2. In the filter popover, select “Save as View”.
  3. Enter a name (e.g., “Open Invoices Q3 DE”).
This view is then available as a tab above the table and can be activated, renamed, or updated at any time.
Views contain:
  • active filters,
  • visible columns and their order,
  • as well as the current sorting.