Can I Filter Bills By Sent and Unsent?
Objective:
- Filter bills that have been sent to the client
- Can I see bills that were not sent to the client?
- How can I see unsent bills?
Environment:
Additional Information:
- The 'Last Sent' column will show if the date the bill was sent or if it was not sent to the client.
Procedure:
- Click Billing
- Click All
- Click Filters on the right
- Leave the Client field if you are looking to filter unsent or sent bills for all clients
- Click Last Sent and select "Not Sent Yet" for unsent bills and the remaining two fields for sent bills