Sage hints and tips: filter invoices in Sage 50

Managing sales is one of the most important tasks in any business

To assist with this, Sage 50 has a separate module ‘Invoices and credits’ which comes complete with a suite of useful reports, a configurable desktop, and an extremely useful filter (on older versions it is called ‘search’).

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How to filter invoices in Sage

Using the filter will change the results visibly displayed on the desktop as well as acting as a pre-selection for the reports.

Common requests for which a filter is perfectly suited include:

  • I want to know which invoices have not been posted to the accounts
  • I am looking for all invoices for a specific customer for a specific date range

The filter works by applying a selected condition, or series of conditions, using ‘Return’ at the end of each row to start a new subordinate condition.

I want to know which invoices have not been posted to the accounts

Click on the filter button, in Join select ‘where’, in Field select ‘Posted flag – Yes/No’, in Condition select ‘Is equal to’, and in Value select ‘No’

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Now click the apply button, your screen will change to show only those invoices not posted.

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I only want to see invoices raised this month

Screenshots below to help you filter invoices in Sage 50 by month.

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I am looking for all invoices for a specific customer for a specific date range

Screenshots below to help you filter your invoices even further.

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Top tips
  • For each filter selection, as soon as you start typing, the box will prompt available options alphabetically
  • Filters can be saved and then opened when required
  • Remember to turn your filter off when not in use
  • Whilst a filter is applied it acts as a pre-selection for any reports you run
For more information

For more information on Sage 50 accounting, please contact Andrew Bagley, or call us on:

01483 416232