> ## 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.

# Filters for Invoices, Payments, and Subscriptions

> Examples of how to use table filters in invoice, payment, and subscription lists.

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](/guide/list-views).

## 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.

### 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".

## 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

### "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.

<Tip>
  We automatically consider the time zone set in your tenant so that date filters always match your view in the system.
</Tip>

## 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**

<Note>
  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.
</Note>

## Examples

### 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:

<Steps>
  <Step title="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`
  </Step>

  <Step title="Apply Filter">
    Click **Apply** to update the list.
  </Step>
</Steps>

### Example 2: Subscriptions Without PO Number

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

<Steps>
  <Step title="Open Filter">
    Go to **Subscriptions -> Subscriptions** and click on **Filter**.
  </Step>

  <Step title="Create Rule">
    * Field: **PO Number**
    * Operator: `Is Empty`
  </Step>
</Steps>

### Example 3: Payments with Specific Text in Description

You want to find all **payments** whose **description** contains the word "chargeback":

<Steps>
  <Step title="Open Filter">
    Go to **Billing -> Payments** and open the filter.
  </Step>

  <Step title="Create Rule">
    * Field: **Description**
    * Operator: `Contains`
    * Value: `chargeback`
  </Step>
</Steps>

## 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.

<Tip>
  Views contain:

  * active filters,
  * visible columns and their order,
  * as well as the current sorting.
</Tip>