Shipments, Invoices, and Transactions Grids

There are multiple grids which display information about their records such as Shipments, Invoices, Transactions, Quotes, and Drafts. There are even more lists when it comes to Accounts and the Sales tab! You can manage many aspects of these 'grids' such as filters, columns, page length, and more.

Editing the Columns in the grid.

You can manage the columns of each list by clicking the Gear icon, top-right of the list.

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The columns available will depend on the list your are looking at.

Only data tied to the object whose list you are viewing will be available.

Other available columns

Invoices List - More data is available in the Invoices Grid to improve visibility of Invoice data at a glance.

• Customer Purchase Order Number
• Invoiced Subtotal
• Invoiced Shipping Cost
• Invoiced Discount
• Invoiced Pay Early Discount

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Click Here to learn how to create Tabs with set filters for your Transaction Lists.