How to View, Filter, and Search the Sales List

The Sales → List Sales page is a full searchable and filterable table of every invoice ever created in the system.

Navigating to the Sales List

1. Click Sales in the left sidebar.
2. Click List Sales.

Understanding the Table Columns

• Date: Date the invoice was created.
• Invoice No.: Unique invoice number. Click it to open the full invoice detail.
• Customer: The customer billed. Click their name to jump to their ledger.
• Payment Status: Paid (green), Partial (yellow), Due (red).
• FBR Status: Synced (green tick) or Failed (red badge). Hover for error details.
• Grand Total: Total invoice amount including tax.
• Action Buttons: View, Edit, Print, Send Email, Create Return, Sync FBR, Delete.

Filtering the Sales List

1. Use the Date Range filter at the top to limit results to a period.
2. Use the Customer dropdown to see invoices for one customer only.
3. Use the Payment Status filter (All / Paid / Due / Partial) to find unpaid invoices.
4. Use the Search box to search by invoice number, customer name, or product.
5. Click Apply Filters.

Editing a Saved Invoice

1. Find the invoice in the list.
2. Click the pencil (Edit) icon or Actions → Edit.
3. Make the changes and click Update.