Note: This article relates to filters for standard reports in SliQ Invoicing Online. More flexibility for reports and filtering by SliQ Invoicing Online’s Custom Reports.
In SliQ Invoicing Online, reports can be filtered by clicking the header of a column as shown in this picture:
For example, to filter the invoices in the report shown in the picture above to include only those raised in November, click in the column header as outlined above then set the filter that pops up as follows:
Hi Sliq team
Can you help please, we’re trying to create a report of all customers who have paid by debit card, or credit card. Is there a way to do this?
Kind regard
Celsius Plumbing & Heating
Hi
If you go to the Reporting page and choose the Payment Summary report you can filter the Payment Option column for values that contain “Credit” or “Debit”.
As shown in the picture in the main article above, click the filter icon in the Payment Option column header then try setting the filter fields to:
Contains
Credit
Or
Contains
Debit
then press the Filter button to refresh the report.