How to search specific documents with filters?

If you want to search for a specific invoice, quotation, or any other document, you can do so using filters on your document dashboard pages.

Let's see how,

On the document dashboard, you’ll see built-in filters for each column that allow you to search and filter specific documents quickly:

You can filter documents by Date, Invoice Number, Amount, Status, Payment Date, Tags, and more.

That’s it!

In case you still have questions, reach out to us at care@refrens.com or contact us via live chat support for quicker assistance.

Updated on: 09/07/2025