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Ask A Guru

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Can I preset filters of the Sales Invoice selection when accepting a payment?

Dext3r

Hi everyone,

Here from the payment page I can see a list of available invoices that the payment can be put against.

Is there a way to preset this list for users? I want invoices with certain criteria to not be presented to my users to put the payment against, but I don't see any option for a saved search or preset filters.

At the moment the only way I see is to Customise the filters for each individual, but not only is that tedious, it will be another step to remember when onboarding a new finance team member and likely to cause issues.

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