How to search and filter sales

The Sales page includes a search box and a filter panel so you can quickly find the records you need. This is useful when your sales list becomes long.

Using search

• Type into the Search sales box to look for matching sales.
• Search is useful when you remember a customer name, note, invoice number, category, or product detail.
• Use short words if you are not sure of the exact wording.
• After searching, check the list heading to see what is currently being shown.

Using filters

• Open Filter to show the filter panel.
• Choose an account such as All accounts, Cash, M-PESA, or Bank/Card.
• Choose a category such as All categories, Cargo, Groceries, Invoice payment, or another saved category.
• Choose a range such as All, Today, This week, Month to date, YTD, Since start, Last 30 days, or Custom.
• Use Apply filters to update the list.
• Use Clear all when you want to remove the filter choices.

When filters help most

• Use account filters when reconciling Cash, M-PESA, or Bank/Card.
• Use category filters when checking which sales type performs best.
• Use period filters when reviewing a day, week, month, or year.
• Use custom range when checking a specific date period.