Managing financial records efficiently is essential for maintaining transparency and accuracy. This guide outlines a simple and effective method for locating and downloading refunded invoices using the invoice management interface. Whether you're handling personal accounts or overseeing business finances, these steps will help streamline your workflow and improve record-keeping

Apply Advanced Search Filters

• Click Options on the Payment List screen.
• Select Advanced Search.
• Click the + button to add a new filter

Set the Refund Filter

Choose "Amount" from the dropdown.
Select "less than or equal".
In the value field, type "0".
Click "Add".

Apply a Date Range (Optional)

• Click one of the quick date filters such as 7 Days, 14 Days, or 28 Days.
• These filters will automatically add date conditions to your search.
• This will automatically apply filters where PaidDate <= today + 1 and PaidDate >= today - 7.
• You can further refine these values in the Advanced Search panel if needed.

Download the Refunded Invoice List

• Click Options again.
• Select Download to export the filtered refund data.
• The report will be downloaded in spreadsheet format for further analysis or record-keeping.

Users can quickly identify and retrieve refunded invoices, ensuring accurate financial tracking and reporting. Saving the filter as a custom view also allows for faster access in future sessions. This process supports better organisation and helps maintain clean, auditable records.