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Invoice Filter
The Invoices Page have a comprehensive filtering system. Depending on the type of data, every field on the page can be either filtered or searched. The filter is not restricted to a single parameter and can be set to any combination.

Some Examples:

To view invoices for a selected pupil

If the list of invoices is open, then click on the Pupils Name Column. If Details Page is open, then click on the button which is located on the right side of the Invoice to pupil box.

Click Filter Pupil, select the pupil from the list and click OK.
Click List to view all the invoices for the selected pupil.

To view prepaid lessons for all pupils with credits no more than £20

  1. Clear Filter if necessary
  2. Click filter button which is located on the right side of Amount Left box
  3. Select Amount left less than
  4. Enter £20.01
  5. Click OK
Please note:
Depending on number of records the operation above can take several minutes

To view all lessons with pending fees from driving school

  1. Clear Filter if necessary
  2. Click on Released by driving school column header
  3. Click Pending Payments
The filter above will display all lessons with at least one pending payment.

See also
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