Quickly locate recurring invoices using frequency, payment status, or due dates.
As your list of recurring invoices grows, finding specific records becomes easier with the built-in filter tool. You can sort invoices by how often they recur, their payment status, or by setting a due date range.
Step 1: On the Recurring Invoices page, click the Filter button located above the table.
This expands the filter panel, revealing the available options.
Step 2: Use the fields in the expanded filter panel to narrow down your search:
Occurrence – Select a cycle (Weekly, Monthly, or Yearly) to view invoices with that frequency.
Payment Status – Choose from options such as All statuses, Paid, or Overdue to filter by billing progress.
Next Due Start / Next Due End – Enter a date range to see invoices with due dates between your selected dates.
The table updates automatically to display only invoices that match your filters.
Step 3: When you’re done, click Hide Filter to collapse the panel and return to the full view.
Important Notes
Filters only affect the view on the Recurring Invoices page — they do not change the invoices themselves.
You can apply multiple filters at the same time for more precise results.
Tips
Use Payment Status to quickly check which clients are overdue.
Apply a date range filter at the end of each month to confirm which invoices are scheduled next.
Combine Occurrence with Payment Status to easily track recurring billing patterns.
✅ Success! You’ve filtered your recurring invoices and can now work with only the data you need.