Filtering & Sorting Invoices

Use filters and sorting to quickly find the invoices you need in the Holt Supply Company Customer Portal.

Prerequisites

Locate the Filter Controls

At the top of the invoice list, above the table, you will see a filter bar with several controls. These let you narrow down the invoices displayed in the grid.

https://holt-stg.clarityclient.com/invoices

Invoices

Apply
Invoice table appears below filters...

Filter by Invoice Number

Type a full or partial invoice number into the Search by Invoice # field. The grid will update to show only invoices matching your search text.

https://holt-stg.clarityclient.com/invoices

Showing 2 of 5 invoices

Invoice # Due Date Status Total Actions
INV-2024-0176 01/15/2025 Unpaid $875.00 View
INV-2024-0152 12/01/2024 Unpaid $2,100.00 View

Filter by Date Range

Use the From and To date fields to find invoices due within a specific period. Select or type the start and end dates, then click Apply.

https://holt-stg.clarityclient.com/invoices
Apply

Only invoices with due dates between 01/01/2025 and 03/31/2025 will be shown.

Filter by Status

Click the Status dropdown to filter invoices by their payment status. You can choose from All, Paid, Unpaid, or Partially Paid.

https://holt-stg.clarityclient.com/invoices
All Statuses
Paid
Unpaid
Partially Paid

Sorting Columns

Click any column header to sort the invoice list by that column. Click the same header again to reverse the sort order. An arrow indicator shows which column is currently sorted and in which direction.

https://holt-stg.clarityclient.com/invoices
Invoice # Due Date Status Total Actions
INV-2024-0152 12/01/2024 Unpaid $2,100.00 View
INV-2024-0176 01/15/2025 Unpaid $875.00 View
INV-2024-0198 02/28/2025 Unpaid $3,450.00 View
INV-2024-0210 03/01/2025 Partial $4,500.00 View
INV-2024-0215 03/15/2025 Paid $1,250.00 View

Clear Filters

To reset all filters and return to the full invoice list, clear the text in the search field, remove the date values, and set the status dropdown back to All Statuses. Alternatively, you can refresh the page to reset everything at once.

If you see a Clear Filters link below the filter bar, click it to instantly reset all filter fields to their defaults.

Tip: Filters combine together. For example, you can filter by status and date range at the same time to find all unpaid invoices due in Q1 2025.

What's Next?