---
title: How Do I Search, Filter, and Sort the Invoice Dashboard?
description: Learn how to find invoices on the Invoice Dashboard by searching, filtering by status, date, amount, or schedule, and sorting the list.
---
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# How Do I Search, Filter, and Sort the Invoice Dashboard?
This article shows you how to find specific invoices on the Invoice Dashboard by searching, narrowing the list with filters, and changing the sort order. Owners and Org Admins can use these tools under Balances \> Invoice Dashboard.
##### **When would you use this?**
- A homeowner calls about invoice 302 and you want to pull it up in a few seconds.
- The board asks which invoices from one invoice schedule are still unpaid, or what was billed in September.
- You want every invoice with a late fee, or every invoice over a certain dollar amount, before you waive fees or send reminders.
##### **Steps**
1. Click Balances in the left nav, then click Invoice Dashboard. Give the page a few seconds to finish loading before you use the tools.
2. To search, type in the Search Invoices box and click Search (or press Enter). The hint under the box reads "Search by Invoice #, Property Title, Lot Number, or Address."
- An invoice number must be typed in full: 302 finds invoice 302, but 30 finds nothing.
- Property title, address, and lot number match on part of the text, and capital letters do not matter. For example, "maple ridge" finds a property titled 142 Maple Ridge Court.
- Invoice Name is not searched.
- To return to the full list, clear the box and click Search.
3. To filter, click Filter. The Filter Options panel opens with these fields:
- **Invoice #**, **Property Name**, **Address Line 1**, and **Lot #**: type a value and click the blue + button. Add as many values as you want in each box, and each one appears as an entry you are filtering by. For example, adding 302 and 303 shows those two invoices.
- **Invoice Schedule**: choose one of your invoice schedules from the list.
- **Issuance Date**, **Due Date**, and **Date Paid**: each has two date boxes. Enter the first and last day of the range you want, for example 09/01/2026 and 09/30/2026 in the Due Date boxes.
- **Status**: Open, Late, and Pending appear as blue chips to start. Open the Select Status list and choose Open, Late, Paid, Paid Late, Locked, Voided, or Pending to add a status to the chips. See [What Do the Invoice Status Values Mean](https://help.hoastart.app/what-do-the-invoice-status-values-mean?hsLang=en).
- **Amount Owed**, **Amount Paid**, and **Late Fees**: each has a Min box and a Max box. For example, a Late Fees Min of 0.01 shows only invoices that have late fees.
4. Click Apply at the bottom of the panel. The list shrinks to the matching invoices, and the number on the Filter button counts the filters you have in effect (it starts at 3 for the Open, Late, and Pending statuses and goes up as you add values; a date range counts as 2).
5. To clear everything, open Filter and click Reset. The list returns to all Open, Late, and Pending invoices and the badge goes back to 3.
6. To sort, click Sort. The menu lists Invoice #, Property Title, Address, Lot #, Issued Date, Due Date, Status, Owed Amount, Paid Amount, Paid Date, and Fees, each with an Ascending and a Descending choice. A check mark shows the sort in use; the list opens sorted by Due Date, Ascending.
##### **Good to Know**
- **Showing: X of Y** above the table tells you how many invoices are loaded and how many match. The table loads more rows as you scroll down, so X grows until it reaches Y.
- **Selected: N** beside it counts the invoices that are checked for the List Actions menu. When the dashboard opens, every invoice is selected, so clicking the checkbox next to an invoice at that point clears that invoice. To select just one invoice, click the checkbox in the table's header row to clear the selection, then click the checkbox next to that invoice. The checkbox in the table's header row selects all matching invoices, including rows you have not scrolled to yet, or clears the selection. Searching, applying a filter, sorting, and clicking a summary tile each reset Selected to 0, so check the number before you use List Actions.
- The three summary tiles recalculate for whatever your search and filters return. For example, searching for one invoice number shows that invoice's amount and "1 invoices" in the Total Invoiced tile. Clicking a tile filters the list to that tile's invoices.
- On a narrower browser window the table hides some columns (Issued, Late Fees, and Paid Date). Widen the window to see them. On a wide window the three summary tiles also sit side by side instead of stacking.
- Invoices with the Paid, Paid Late, Locked, and Voided statuses do not appear until you add those statuses in the Filter panel.
##### **Related articles**
- [How Do I View the Invoice Dashboard](https://help.hoastart.app/how-do-i-view-the-invoice-dashboard?hsLang=en)
- [What Do the Invoice Status Values Mean](https://help.hoastart.app/what-do-the-invoice-status-values-mean?hsLang=en)
- [How Do I Export or Waive Late Fees on Filtered Invoices](https://help.hoastart.app/how-do-i-export-or-waive-late-fees-on-filtered-invoices?hsLang=en)
- [How Do I Resend Invoices](https://help.hoastart.app/how-do-i-resend-invoices?hsLang=en)
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