New UI update automatically sorting aging invoices by date (newest to oldest)

16 votes

Under each customer name, their invoices are now (since the recent UI update) being sorted automatically by date newest to oldest. I preffered the old way which allowed me to quickly assess how old the oldest customer invoices are just by clicking their name(account) Please return it back to the way it was or add a feature that it can be sorted based on your preference.

Under consideration Suggested by: BPowell (05 Jul, '23) • Upvoted: 29 Jul, '24 • Comments: 7

Comments: 7

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30 Jun, '23
Carrie Merged
Would it be possible with the new customer page layout to sort the invoices where UNPAID invoices show up at the top? As it is now, sometimes you have to flip through multiple pages of invoices to see the unpaid ones.
03 Jul, '23
Liz Merged
Instead of seeing only the open invoices (and # of open invoices) we now need to view all, then click on Past Due (our customers can have 27+ open invoices), then sort by due date to determine which are the oldest.
Our team refers to these customer records throughout each day and adding these extra steps adds to our workload.
Is there any other way to do these searches more efficiently?
05 Jul, '23
Toby Merged
An update recently rolled out and now ALL customer invoices are listed on their homepage. Can this be changed back to just see the invoices that are open and past due, listed in chronological order?
05 Jul, '23
Jared King Admin Merged
"List Past Due Invoices First" (suggested by Toby on 2023-07-05), including upvotes (1) and comments (0), was merged into this suggestion.
05 Jul, '23
Jared King Admin
"Change customer record view back to only open invoices in top section" (suggested by Liz on 2023-07-03), including upvotes (2) and comments (2), was merged into this suggestion.
05 Jul, '23
Jared King Admin
"Sort invoices by UNPAID first" (suggested by Carrie on 2023-06-30), including upvotes (1) and comments (0), was merged into this suggestion.
12 Jul, '23
Debra Wolsey
Multiple users have provided feedback that the new page layout for how invoices are displayed takes more time to navigate. They need a quick view of open aka unpaid invoices instead of having to filter to get to a list of outstanding invoices.