Filtering and sorting lists

How to filter and sort the invoices, accounts and contacts lists, how filters combine, how to share a filtered view, and which filters each list offers.

The invoices, accounts and contacts lists share the same controls: tabs, a Filter button and sortable column headers. The leads page has its own tabs and views, described in Tracking leads in your pipeline.

Filter a list

Open the list and choose a tab.
Click Filter next to the tabs.
Point to a field, such as Account or Amount.
Pick the values you want.

The list updates straight away, and the filter appears as a chip above the list.

How you pick values depends on the field:

Field type	How you set it
Checkbox list	Tick any number of options.
Searchable list	Type to search, then tick any number of options. Account, Project and Contact use this type.
Date	Pick This month, Last month, This quarter, This year or Last year. Or pick Custom range and choose the first and last day in the calendar.
Amount	Enter a Min, a Max or both, then click Apply.

Date presets follow your workspace’s timezone. This month starts on the first of the month in that timezone.

How filters combine

A row has to match every active field.
Within one field, a row has to match at least one of the ticked options.

Some fields have an extra option at the end of the list for rows with no value. On invoices, Project and Contact offer None. On accounts, Industry offers Unknown. On contacts, Role offers Unknown.

Change or remove a filter

Each active filter shows as a chip above the list, with the values it holds.

To change a filter, click its chip and adjust the values.
To add another filter, click the + button after the chips.
To remove one filter, click the × on its chip.
To remove all filters, click Clear.

The counts on the tabs follow the active filters. If nothing matches, the list shows a message such as “No invoices match these filters.” with a Clear filters link.

Sort a list

Click a column header to sort by that column in ascending order.
Click it again to sort in descending order.
Click it a third time to return to the default order.

An arrow next to the header shows the direction. You can sort by one column at a time.

List	Default order
Invoices, Unpaid and Refunded tabs	Newest first
Invoices, Paid tab	Most recently paid first
Accounts	Healthy and Risky first, then Inactive. Within each group, accounts with overdue invoices come first.
Contacts	By name

Share a filtered view

The tab, the filters and the sort are part of the page address. Reloading the page keeps them, and you can bookmark the address or send it to a team member.

Every change to the tab, a filter or the sort takes the list back to its first page.

If you switch tabs, Billow drops any filter or sort the new tab doesn’t offer.

Invoice filters

Filter	Options	Tabs
Account	Your accounts	Every tab
Project	Your projects, plus None	Every tab
Contact	Your contacts, plus None	Every tab
Type	Regular, Deposit	Every tab
Source	Native, Imported	Every tab
Currency	The currencies your invoices use	Every tab
Amount	Min and Max	Every tab
Invoice date	Date	Every tab
Paid date	Date	Paid only
Stage	Overdue, Awaiting payment	Unpaid only

You can sort by Invoice, Account, Project, Type, Amount, Date and Status. On the Paid tab, the date column is Paid.

Overdue means the due date has passed. Awaiting payment means it hasn’t.

The Drafts section below the Unpaid list follows the same filters and sort. If you set a Stage filter, the Drafts section is hidden, since a draft has nothing due yet.

Account filters

Filter	Options	Tabs
Status	Healthy, Risky, Inactive, Overdue invoices, Open invoices, Active projects	Every tab. Churned offers only the last three.
Industry	The industries your accounts use, plus Unknown	Every tab
Added	Date	Every tab
LTV	Min and Max	Every tab

Healthy, Risky and Inactive are the account health labels. Overdue invoices, Open invoices and Active projects match an account with at least one of each.

You can sort by Account, Industry, LTV, APV, Pipeline Value, RS, Added on and Status.

Contact filters

Filter	Options	Tabs
Account	Your accounts	Every tab
Status	Active, Inactive	All only
Role	The roles your contacts use, plus Unknown	Every tab
Type	Primary, Non-primary	Every tab
Added	Date	Every tab

A contact is Active if they are on a project that is Offer Pending or Active, or on an invoice that isn’t paid or refunded yet, drafts included. Every other contact is Inactive.

You can sort by Name, Account, Role and Added on.

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