Easily customize your recurring invoice list by following these steps to focus on the most relevant data for your workflow.
Steps to Customize Display Fields
Step 1: In the Recurring Invoice
module, click on the Display Fields
button located in the top-right corner of the recurring invoices list.
Step 2: A pop-up window will appear with a list of field options.
Available fields:
-
All: Automatically selects all fields for display.
-
Invoice Created
- Client
- Invoices
- Next Due Date
- Payment Status
- Unpaid Total
- Recurring No.
- Occurrence
- Starting Date
- Payment Term
- Status
Check or uncheck the boxes next to the fields based on your preferences.
Step 3: Once you’ve made your selections, click the Save
button to apply the changes.
Reset to Default
If you wish to revert to the system’s default display settings, click Reset to Default
. This will immediately restore the default column view.
Notes
-
Changes to the display settings are applied immediately and persist across sessions, improving your workflow by focusing on relevant data.
-
This feature helps users manage large datasets by showing only key information.
Need Assistance?
If you need help to customize your recurring invoices list display fields, feel free to reach out to our support team at support@fynloapps.com
Related Topics
📤 Exporting Recurring Invoice Data
🗑️ How to Delete a Recurring Invoice