Dashboard widget - Invoice List
When editing a dashboard select the + on any of the widget templates. Select Invoice List and then Add widget.
Once the widget is displayed you can edit what information it displays by selecting the dropdown arrow within the widget and selecting Edit.
This displays the template to customise the information shown within this widget. Below is a list of the fields :
Name : This is what is displayed at the top of the widget.
Invoice filters : Here are several fields that are pulled from the standard invoice fields such as the status of the invoice and various dates (due date, paid date etc). Select any relevant fields and choose from the resulting dropdown lists.
Event filters : These are pulled from several fields relating to events such as the status of the event, events that are attached to specific teams or users, or specific date ranges. Select any relevant fields and choose from the resulting dropdown lists.
Only display my events : this restricts the results to only show events that have been linked to you.
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Once the widget is displayed you can edit what information it displays by selecting the dropdown arrow within the widget and selecting Edit.
This displays the template to customise the information shown within this widget. Below is a list of the fields :
Name : This is what is displayed at the top of the widget.
Invoice filters : Here are several fields that are pulled from the standard invoice fields such as the status of the invoice and various dates (due date, paid date etc). Select any relevant fields and choose from the resulting dropdown lists.
Event filters : These are pulled from several fields relating to events such as the status of the event, events that are attached to specific teams or users, or specific date ranges. Select any relevant fields and choose from the resulting dropdown lists.
Only display my events : this restricts the results to only show events that have been linked to you.
Was this article helpful? Let us know by rating the article below!
Updated on: 15/02/2021
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