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Documentation Index

Fetch the complete documentation index at: https://docs.fynn.eu/llms.txt

Use this file to discover all available pages before exploring further.

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.