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Search the List of All Invoices in GateWay

Describes how to search, filter, and customize the complete list of invoices in the customer access portal.

Type

How to

Audience

GateWay Customer, Salesperson

Products

GateWay’s customer access portal

In This Article

Context

As your list of invoices grows, you can use the search and filter functionality to quickly locate the invoice you need to view. You can customize the list of invoices to only display the information that is relevant to you and your business.

 

Before You Begin

Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing invoice

 

Steps

Search the list of invoices

  1. In the customer access portal menu bar, navigate to Invoices > All
    The list of invoices opens in the main area
  2. Type a search term, such as the invoice number in the Search for invoices field
    The list of invoices is narrowed to reflect your search terms

Filter the list of invoices by date range

  1. In the customer access portal menu bar, navigate to Invoices > All
    The list of invoices opens in the main area
  2. Click the date range field
    The Select Date Range popup opens
  3. Use the left calendar to select the earliest date in the date range
  4. Use the right calendar to select the latest date in the date range
  5. Click APPLY
    The list of invoices is narrowed to only include invoices whose invoice date falls within the selected date range

Filter the list of invoices by column value

  1. In the customer access portal menu bar, navigate to Invoices > All
    The list of invoices opens in the main area
  2. Click the hamburger menu in the header of the column you need to filter
  3. Click filter
    The column filter menu opens and displays a list of values that apply to that column
  4. Optional: Type a search term in the Search field to locate a specific column value
    The list of values is narrowed to reflect your search term
  5. Optional: Check (Select All) to select or to deselect all column values
  6. Optional: Check a column value to only display list rows that contain that value

Customize the list of invoices

  1. In the customer access portal menu bar, navigate to Invoices > All
    The list of invoices opens in the main area
  2. Optional: In the list of invoices, click Columns
    The columns menu opens
  3. Optional: In the columns menu, do one of the following:
    1. Check the columns you need to include in the list of invoices
    2. Drag and drop the columns from the list of invoices into the columns menu to remove them 
    3. Check Filter… to remove all columns from the list of invoices
    The list of invoices is updated to reflect your selections
  4. Optional: Drag and drop the column headers in the list of invoices to reorder the columns
  5. Optional: Do the following to set a column in a particular location:
    1. Click the hamburger menu in the header of the column you need to set
    2. Click the hamburger menu
    3. Use the Pin Column drop-down to do one of the following:
      1. Click Pin Left to permanently set the column to the leftmost side of the list
      2. Click Pin Right to permanently set the column to the rightmost side of the list
      3. Click No Pin to unset the column and allow users to drag and drop the column
  6. Optional: Do one of the following to resize a column:
    1. Drag and drop the border of a column until the column is the desired width
    2. Click the hamburger menu in the header of the column you want to set, then click the hamburger menu and do one of the following:
      1. Click Autosize This Column to automatically resize the currently selected column to the width of the widest value in the column
      2. Click Autosize All Columns to automatically resize all columns in the list to the widest value in each column

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