Filter Invoices Online
Filter and view invoices by status from your online Square Dashboard and the Square Point of Sale app.
Sent: Unpaid, Overdue, Paid, Refunded, Cancelled and Failed invoices.
Outstanding: Unpaid, Overdue, Undelivered invoices.
Paid: All invoices that are Paid or Refunded (or partially refunded).
Scheduled: Includes the next Recurring invoice instances that have not been sent, as well as normal Scheduled invoices.
Drafts: Drafted invoices that have yet to be Sent or Scheduled.
Filters for Recurring Invoices include:
Active: Active recurring series with scheduled invoices.
Ended: Recurring series with all scheduled invoices sent, or a series that has been manually ended.
Drafts: Drafted recurring invoices that have yet to be Sent or Scheduled.
From the search bar in the Invoices section of your online Square Dashboard, you can also locate specific invoices by searching across the following fields:
Customer Phone Number
Customer Email Address
Customer Billing Address
Customer Company Name
Line Item Names
You can also search for estimates and any recurring invoices using the above filters.