Billing & Business Mgmt > Use XSites Billing > Invoicing > Customize the Invoice Grid
     
 

Customizing the Invoice Grid

 
     

If you prefer to see different information in your XSite's Invoice Manager grid than what you see by default, you can customize it to show the information that works best for you.  To do so:

  1. From your XSite's invoice manager, click Customize.
  2. In the screen that appears, add, remove, and sort the columns you want to appear in the invoice list using the tools provided.
    • Choose a column from the list on the left and click Add to add it to your invoice grid.
    • Choose a column from the list on the right and click Remove to remove it from your invoice grid.
    • Click a column in the list on the right and then click the Up and Down buttons to rearrange the columns in your invoice grid.
  3. Click OK (at the bottom of the window) when you're done.

Note that when viewing your list of invoices, you can click a column heading to sort on that column.  Click the column again to toggle between an ascending and a descending sort.

 



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