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Powerful filters, bulk actions, and performance improvements

Feb 24, 2026

The list views for invoices, estimates, customers and products have been redesigned, so you can find what you need faster and work with many records at once.

Redesigned filters

Until now, all filters sat inside a single dropdown, where they were easy to miss. Your most-used filters are now at the top of the list, and adding another takes one click. The new layout works on mobile too.

Invoice filters

We've also added many new filter options. Filter invoices and estimates by date range, status, amount, or document number. Filter customers by country, currency, payment terms, and more. Filter products by price, tax rate, or unit. You can combine as many filters as you need.

Select and act on multiple records

You can now select records using checkboxes and perform actions on them in bulk. Change the status of multiple invoices at once, export a selection to CSV or PDF, update shared fields across many products or customers, or delete records you no longer need. If you need to act on more than one page of results, there's a "select all matching filters" option that covers everything.

Customer bulk actions

Customizable columns

Choose which columns are visible on your list views. Prefer to see due dates instead of issue dates? Want to hide the country column? Your column preferences are saved, so the view is always set up the way you like it.

Customizable columns

Faster invoice and estimate pages

Invoice and estimate detail pages now load noticeably faster. The activity feed (comments, status changes, emails sent) loads progressively in the background instead of blocking the page, so you see the document right away.

Fixes and improvements