Searching Invoice Items by Item Type

Managing Invoice Items can be made so much simpler when filtering by Item Type. Learn how to filter items and quickly manage them.

Searching or filtering Invoice Items by Item Type is an easy way to quickly implement pricing strategies across all connected clinics. Follow the steps below to find all products under a selected Item Type.

  1. Navigate to the Control Center

  2. Enter any search criteria you would like to combine with your search by Item Type

  3. Click the dropdown below the Search Bar titled Type

  4. Select from the list of Item Types

Note: the search results will automatically be refreshed filtered by the selected type.