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.
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: 09/06/2025
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