Throughout your account, you can sort most lists by clicking on a specific column header (in ascending or descending order). You can also use the search bar above most lists to help you find specific invoices, expenses, clients, and more.
Some searches will have advanced settings to help you narrow down your results based on the options you choose. Advanced search will also allow you to sort your results after a search.
Address (Street, City, Province/State, Country, Postal/Zip Code)
Currency
Email
Internal Notes
Company Name
Phone Number
Primary Contact’s Name (First & Last)
Secondary Contact’s Name (First & Last)
Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:
Company Name - Search by a specific Company Name
Contact Name - Search by a specific Contact Name (Primary or Secondary Contact)
Email - Search by a specific Email
Keyword Search - Enter the keyword or number you want to search
All Fields - Choose where to search for the keyword or number - in All Fields, Phone Number, Address, Internal Note, Total Outstanding, Credit Number or Credit Amount
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Credit, Company (or by First & Last Name if no Company Name is listed), Primary Contact or by Total Outstanding.
Sent Emails
Search By:
Date Sent
Email Body
Email Type
Email Subject
Company Name
Recipient (First & Last Name)
Sender (First & Last Name of Owner or Team Member)
Or click on the Advanced Search button next to the search bar to see extra options to filter your search with:
Sender - Choose between All Team Members, or add as many specific Team Members as needed
Recipient - Choose specific Recipients to search by
Date Range - Choose from Last 90 Days, Last 7 Days, Last 30 Days, Last 60 Days or Custom
Email Type - Choose between All Emails or only specific emails - Checkout Link Payment, Client Invite, Credit, Declined Checkout Link Payment, Declined Invoice Payment, Direct Debit, Estimate, Estimate Comment, Invoice, Invoice Comment, Late Payment, Online Payment, Proposal, Proposal Comment, Recurring Invoice, Recurring Online Payment, Refund, Report, or Retainer Invoice
Email Subject - Enter the keywords you want to search in Email Subjects only
Email Body - Enter the keywords you want to search in the Email Body only
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Invoices
Search By:
Amount
Address (Street, City, Province/State, Country, Postal/Zip Code)
Currency
Date
Description
Invoice Number
Notes
Company Name
Primary Contact’s Name (First & Last)
Reference Number
Terms
Year
Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific Clients as needed
Invoice Status - Choose from All, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, Viewed and Draft, or a mix of any
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom, as well as choose whether to look at the Issued Date or Due Date on the Invoices
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Item Name, Invoice Number, Invoice Amount, Reference Number or Notes
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Amount, Client (not sortable if using Advanced Search), Description (not sortable if using Advanced Search), Due Date, Invoice Number, Issued Date, or by Status.
Recurring Templates
Search By:
Amount
Address (Street, City, Province/State, Country, Postal/Zip Code)
Currency
Description
Frequency (Every Month, Week, Year)
Notes
Company Name
Terms
Sort By: Amount, Client, Duration, Frequency, Last Issued or by Status.
Received (To Me)
Search By:
Amount
Address (Street, City, Province/State, Country, Postal/Zip Code)
Currency
Date
Description
Invoice Number
Notes
Company Name
Primary Contact’s Name (First & Last)
Reference Number
Terms
Year
Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:
Sender - Enter the Sender's First Name, Last Name, or Email
Invoice Status - Choose from All, Disputed, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, and Viewed, or a mix of any
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom, as well as choose whether to look at the Issued Date or Due Date on the Invoices
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Item Description, Item Name, Invoice Number, Invoice Amount, Reference Number or Notes
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Amount, Due Date, Invoice Number, Issued Date or by Status.
Retainers
Search By:
Address (Street, City, Province/State, Country, Postal/Zip Code)
Fee
Notes
Company Name
Primary Contact’s Name (First & Last)
Terms
Payments
Under Invoice Payments, click on the Advanced Search button next to the search bar to see the extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific Clients as needed
Payment Type - Choose between All Payment Types or add as many specific types as needed
Currency - Choose All Currencies or a specific currency to filter by
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Amount, Internal Notes, Invoice Number, or Credit Amount
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Amount, Payment Date or Type.
Expenses
Search By:
Amount
Category (including Subcategory)
Client (First & Last Name, Company Name, Email)
Currency
Description
Merchant
Source (Bank Account)
Status (Billed, Unbilled)
Tax Amount
Tax Name
Or click on the Advanced Search button to see the extra options to filter your search with:
Category - Choose between All Categories, Uncategorized, or add as many specific Categories/Subcategories as needed
Merchant - Select All Merchants, No Merchant, or a specific Merchant as needed
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom
Status - Choose between All Statuses, Billable, or Non-Billable
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number - in All Fields, Expense Amount, or Description
Bank Account - Choose from All Bank Accounts, or the specific account you’d like to search in
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Amount, Category (not sortable if using Advanced Search), Client (not sortable if using Advanced Search), Date, Status, or by Merchant (not sortable if using Advanced Search).
Bills
Search By:
Amount
Category (including Subcategory)
Description
Vendor (First & Last Name, Company, Email)
Status (Overdue, Paid, Unpaid)
Sort By: Amount, Bill No., Category, Description, Due Date, Issue Date, Status, Tax, or by Vendor.
Recurring Expenses
Search By:
Amount
Category (including Subcategory)
Client (First & Last Name, Company Name, Email)
Description
Merchant
Status (Active, Inactive)
Sort By: Amount, Category, Client, Duration, Frequency, Merchant, or by Status.
Vendors
Search By:
Account Number
Address (Street, City, Province/State, Country, Postal/Zip Code)
Vendor (First & Last Name, Company, Email)
Total Outstanding
Sort By: Account Number, Email Address, First & Last Name, Total Outstanding, or by Vendor
Estimates & Proposals
Search By:
Amount
Address (Street, City, Province/State, Country, Postal/Zip Code)
Client (First & Last Name, Company Name, Email)
Currency
Description
Estimate/Proposal Number
Notes
Company Name
Reference Number
Terms
Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific Clients as needed
Status - Choose from All, Accepted, Draft, Viewed, or a mix of any
Currency - Choose All Currencies or a specific currency to filter by
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom
Estimate Amount - Choose a Minimum and Maximum amount to search a range of Estimates with
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Amount, Item Description, Item Name, Notes, Estimate/Proposal Number, or Reference Number
Reset all - Use this if you need to reset the Advanced Search back to the default blank fields
Sort By: Amount, Client, Date, Description, Estimate Number, or by Status.
Time Tracking
Search By:
Client (First & Last Name, Company Name)
Project
Notes
Team Member
Service
Status (Billed, Unbilled)
Sort By: Date, Note, Project, Service, Status, or by Time.
Projects
Search By:
Client (First & Last Name, Company Name)
Project
Team Member
Sort By: Client, End Date, Last Invoice, Project Name, Unbilled Amount or by Unbilled Hours.
Accounting
Bank Reconciliation
Search By:
Amount
Date
Description
Entry Type (for FreshBooks Entries only)
Settings - Items & Services
Search By:
Description
Name
Rate
Sort By: Always Add to Projects (only for Services),Billable (only for Services), Current Stock (only for Items), Description, Name, Income Account or by Rate.
