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.

Once you have selected on all the filter options, go to the "Filters" section and click on "Apply Filters":

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: 09/02/2026