Filtering and Searching for Invoices via ServiceChannel Mobile
Filtering and searching functions let you refine the Invoices Results by your needs and prevent you from completing numerous search queries.
Filtering Invoices via ServiceChannel Mobile
You can filter invoices by a range of criteria that allow you to arrange the invoices in a way that meets your requirements.
- Go to the ServiceChannel Mobile app > Invoices. The Invoices List appears.
- On the top of the Invoices List page, tap Filter Invoices.
- On the page that appears, configure the filters according to your needs. By default, the set criteria are:
DATE: 1 MONTH AGO
AMOUNT: NOT ENTERED
SORT BY / ORDER BY: DATE
STATUS: 3
ASSIGNED TO: ASSIGNED TO ME
DISTRICT: ALL
TRADE: ALL
PROVIDER: ALL
CATEGORY: ALL
Each time you configure a certain criterion, make sure you tap the Apply selected or Save buttons to make a criterion work before you go back to the filter settings.
- Once you have set the filters, tap Apply in the lower-right corner.
- (Optional) Tap the Pencil icon
to edit the filter’s name. - (Optional) Tap the Checkmark
to save the filter. - (Optional) Tap Plus
to add a new filter. Repeat steps 3–6.
Searching for Invoices via ServiceChannel Mobile
You can search for specific invoices by using the Search For icon 
to refine the Invoice Results and find exactly what you are searching for.
- Go to the ServiceChannel Mobile app > Invoices.
- In the upper-right corner of the screen, tap the Magnifying Glass icon .
- In the Text field, enter the number of the needed invoice, for example, 08032022.
- Tap Enter.
The next article in this series is Taking Action on Invoices via ServiceChannel Mobile.
