Learn how to change the sort order that invoices display in.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Changing the invoice sort order
Back to topFrom 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.
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.