How to Filter and Find Documents

Overview

Pricefic includes filters on the documents list so you can narrow large document histories and find the records you actually need.

You can use filters to focus on:

This is especially helpful when you manage many invoices, quotations, and receipts across multiple customers or businesses.

Go to Documents to open your main document list.

From there, you can review all available documents or narrow them with filters before opening an individual record.

Use the Type filter to show only one document type at a time.

Common examples include:

This is useful when you want to review only invoices without mixing them with quotes or receipts.

Use the Status filter to focus on a specific workflow state.

Depending on the documents in your account, this helps you isolate:

Status filtering is helpful when you want to follow up on unpaid work or review completed records.

Use the date filter to narrow documents to a time window.

This helps when you want to:

If you enter a custom range, Pricefic applies that range directly to the list.

Use Clear filters to return to the full document list.

This is the fastest way to remove:

Clearing filters is useful when you are done with one review task and want to start a different one.

In some parts of Pricefic, you can open a document list that is already scoped to a related record.

Examples include filtering documents from:

This helps you jump into a focused document view without starting from the full list every time.