We’ve made a few small but mighty improvements to the Invoices page to make it clearer, simpler, and more useful. 🙌
🧭 Overview
You’ll now see a refreshed layout when viewing invoices under any Client, Contact, Shared, or Third Party profile.
The changes make it easier to:
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Filter invoices for specific periods
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Quickly see the current balance
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View future invoices by adjusting the date range
💡 What’s New
1. Date Range Filter
You can now choose a Start Date and End Date to control which invoices are displayed.
Default date range:
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Clients, Contacts, and Shared Profiles: 12 months
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Third Parties: 3 months
You can change the range to focus on any time period, including future dates, if you’d like to see upcoming invoices.
💡 Tip: To view all future invoices, simply clear the End Date field and click Search.
2. Account Balance
You’ll now see a new Account Balance section at the top-right corner of the page.
This shows the current balance for that profile at a glance — making it quick to check how much is outstanding without needing to generate a report.
3. Removed “Show Future Invoices” Toggle
We’ve removed the old Show Future Invoices toggle since you can now use the date range filter to achieve the same (and more flexible) result.
🧩 How It Works
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Go to Profile > Billing > Invoices.
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Use the Start Date and End Date fields to filter invoices by period.
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To see future invoices:
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Clear the End Date field
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Click Search
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Check the Account Balance (top right) for the total outstanding amount.
📝 Example View
1️⃣ Date Range Filter — set custom dates to view specific invoice periods.
2️⃣ Account Balance — see the current total balance instantly.
3️⃣ Search — update results after adjusting your filters.
✅ Summary of Benefits
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Clearer visibility of invoice history
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Instant access to any profile’s outstanding balance
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Simple, flexible date-based filtering
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Cleaner interface with fewer toggles