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How do I determine the order in which products are displayed on the invoice?

Learn how to change the sort order that invoices display in.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Manage > Layout > Invoice

What more do I need to use this feature?

  • Admin permissions to manage the layout of the Booking Invoice.

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

Changing the invoice sort order

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Invoice Layout Sort

From the Invoice tab (Manage > Layout > Invoice), select the sort order you want from the Item/Product Sorting Order option.

The available sorting options are as follows: sort by Name, End Date, Start Date, Amount, and Start Date, as entered. The default selected sort order is Start Date, as entered.

An additional option is Ascending Order, which changes the selected display on invoices from highest to lowest or lowest to highest accordingly, depending on which option is enabled.

Once a selection is made, click the blue Save button.

 

Invoice Order Example

Once changed, all existing and new invoices display automatically in the selected sort order. For example, see the screenshot above, where the invoice sorts by name in ascending order.

 

 

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