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Locate: Manage > Layout > Invoice
Prerequisites:
- Admin permissions to manage the layout of the Booking Invoice.
- The Invoice feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we cover how to change the order in which invoice entries are displayed.
Changing the invoice sort order
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Do you want to change how item/product entries are ordered within invoices? Follow these steps.
- From the Invoice tab (Manage > Layout > Invoice), select the desired sort order 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.
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.