> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I search and filter my invoices?

> Find invoices on Financials > Invoices with search and the Filter invoices panel, including cash or e-transfer orders waiting for payment.

<Note>
  **Must know**

  * **Search finds people and numbers.** It matches the invoice number, the guardian's name or email, and athletes named on the invoice.
  * **Filters narrow the rest.** Status, Season, Payment methods, Program, Guardian, Athlete, and Created, Due or Payment date.
  * **Find orders waiting on you.** Use **Payment methods > Cash** or **E-transfer** to find checkout orders waiting for you to record the payment.
  * **Filters are remembered.** They stay set when you come back to the list, so check the number on **Filters** if invoices seem to be missing.
</Note>

**Where to find it.** Go to **Financials > Invoices**. Above the list sit **Outstanding Amount**, **Collected this Month** (net of refunds) and **Payment Success Rate** (last 30 days). Columns: **Invoice #**, **Guardian**, **Description**, **Due Date**, **Status**, **Amount**.

<Steps>
  <Step title="Search">
    Type in **Search invoices...**. Every word must match, in any order. Descriptions aren't searched. Club website orders are listed too, numbered like `INV-[number]-[code]`, but checkouts a family never finished are not.
  </Step>

  <Step title="Filter">
    Click **Filters** to open **Filter invoices**. Filters apply as you pick them.

    | Filter | Narrows to |
    | - | - |
    | **Status** | One status (see below) |
    | **Season** | Invoices for programs in the seasons you pick, or **No season**. Shown only if your club has seasons |
    | **Payment methods** | **Card**, **Bank (ACH)**, **Cash**, **Check**, **E-transfer** (**Interac E-transfer** for Canadian clubs), **Account credit**, **Gift card** |
    | **Program**, **Athlete** | Invoices with a line for that program or athlete |
    | **Guardian** | Invoices billed to that guardian |
    | **Created date**, **Due date**, **Payment date** | A date range; pick both ends |
  </Step>

  <Step title="Clear">
    **Clear filters** (toolbar) or **Clear all** (panel) resets the filters but not the search box.
  </Step>
</Steps>

**What Status can't find.** Options: **All statuses**, **Draft**, **Unpaid**, **Paid**, **Overdue**, **Cancelled**, **Partially paid**, **Partially refunded**, **Refunded**, **Charged back**, **Retrying**, **Failed**. There's no **Past due** or **Processing** option: **Unpaid** returns Unpaid and Past due invoices, and a Processing invoice shows under **Unpaid** (or **Overdue** once it is past the grace period). Imported invoices count under **Paid**, **Refunded** or **Partially refunded**.

**Cash or e-transfer orders.** Under **Payment methods**, a paid invoice matches how it was paid. An unpaid one matches the cash or e-transfer the family chose at checkout. Any still reading Unpaid, Past due or Overdue is waiting for you to record it with **Take payment**. Leave **Payment date** empty, or those drop out.

**No membership filter.** To find invoices with a required membership fee, use **Program** or **Season**, or search by athlete.

**Online registrations.** Search the guardian or athlete. For the full path, see [What happens when a family registers on my club website, and where do I see it?](/club/registration-enrollment/what-happens-when-a-family-registers-online)

**Markers.** Beside the status: **Imported from previous system** or **Email failed**. Under it: **Payment plan · 2 of 4 paid** (**· Installment overdue** when late) or **Plan installment 2 of 4**. When part of an invoice is still owed, the rest shows under the amount, for example **\$40.00 due**. See [What do the invoice statuses mean?](/club/payments-checkout/invoice-statuses-explained)

**Dates and memory.** Created and Payment dates follow your club's timezone. Search, filters and page stay set in this browser tab until you close it or sign out.

**Related:** [What do the invoice statuses mean?](/club/payments-checkout/invoice-statuses-explained) · [How do I take a payment on an invoice?](/club/payments-checkout/take-a-payment-on-an-invoice) · [How do I search and export my transaction history?](/club/payments-checkout/search-and-export-transactions) · [How do I create and send an invoice?](/club/payments-checkout/create-and-send-an-invoice)