This article explains how to use the Filters panel and column filters on the Invoices page, how to search within the current view, and how to bulk select invoices using Range Selection. It also lists the invoice columns that are available for filtering and lookups.

📌 Notes: Vincere has two main ways to filter the invoice list:

Filters panel: Filter by Invoice Period, Week Ending, Company, Invoice Type, and Pay Type.
Column filters: Filter directly from each column header, such as Invoice Status, Payment Status, Currency, or Invoice Date.

What You Can Do on the Invoices Page

On Pay & Bill → Invoices you can:

Use Search table (top left) to quickly find matching invoices within the current view
Open an invoice by clicking its row to view Details and Activities on the right
Click Stats to review invoice totals and summary information
Click Run consolidation to consolidate invoices where applicable
Click More actions (…) to access tools such as Range Selection (bulk select up to 200 records)

Filter Invoices Using the Filters Panel

Use the Filters panel for structured filtering, especially for weekly or period-based invoice processing.

Open the Filters Panel

Go to Pay & Bill → INVOICES.
Click the Filters (funnel) icon above the table to open FILTERS.

Filter by Invoice Period

In Invoice Period, select one of the available options:

Weekly
Bi-Weekly
Semi-Monthly
Monthly

Filter by Week Ending

Open Week Ending.
Select the week range you want, for example "Week 09 – Mar 2nd ~ Mar 8th 2026."

Filter by Company or Billing Contact

In Company, select the customer you want to filter by so you only see invoices for that company.
Optionally, select a Billing Contact to narrow the list further to invoices for that contact.

Filter by Invoice Type

Choose Invoice Type from the options shown in the UI, for example:

All types
Sales Invoice
Consolidated Sales Invoice
Credit Invoice
Self-Bill Invoice
Purchase Invoice
Consolidated Purchase Invoice

Filter by Pay Type

In Pay Type, tick one or more options:

Employee (this includes the variants of Pay employee: PAYG, PAYE, Employee, W2).
Umbrella company
Ltd Co. or Corporation (this includes the variants of Pay Ltd Co: Ltd Co. or Corporation, 1099).

Apply or Clear Filters

Click Filter to apply your selections to the invoice list.
Click Reset to remove your selections and return to the full list.

Filter Invoices Using Column Filters

Use column filters when you want to filter based on a specific field, such as Invoice ID, Invoice Status, Currency, dates, or any other visible column.

How Column Filters Work

Hover over a column header and click the filter icon on that column.
Choose a filter rule, for example:
- Contains
- Starts with
- Is equal to
- Is not equal to
- Does not contain
- Ends with
Enter your filter value.
Click Filter to apply the filter to that column.
Click Clear in the column filter to remove the filter from that column.

Common Column Filters

Examples of column filters customers often use:

Invoice Status (for example: Draft, Approved not Sent, Approved, Approved & Sent, Cancelled).
Payment Status (for example: Partially paid, Paid in full).
Currency (choose from the available list).
Invoice Date, Due Date, Reg. Date (filter to a specific date or date range, depending on the options shown).
Invoice ID, Company, Billing Contact, Job (text-based filtering using rules such as Contains or Starts with).

You can combine multiple column filters with the main Filters panel to narrow the list even further.

Bulk Select Invoices Using Range Selection

Use Range Selection when you need to perform actions on many invoices at once.

In Pay & Bill → INVOICES, click More actions (…) on the top right.
Click Range Selection.
Enter a From and To range for the invoices you want to select.
Click Select to apply the range selection.

📌 Note: The system indicates that up to 200 records can be selected at any time.

Available Invoice Table Columns

The invoice list can include the following columns, which you can search and filter. Visibility depends on how your table is configured.

Core Identifiers

No.
View
Invoice ID
Related invoice
Reference
PO Number
Consolidated Invoice
Retainer Invoice

People and Organisations

Candidate
Candidate Company Name
Billing Contact
Company
Job Owner
Billing Address
Billing Entity

Job, Placement, and Timesheets

Job
Job Type
Perm Sub Type
Placement ID
Candidate ID
Job ID
Company ID
T-Sheet ID
T-Sheet Period
T-Sheet Date Range
Start Date
Emp Type
Pay Type
Service Delivery Date
Expense Report ID
Brand

Dates and Audit

Invoice Date
Reg. Date
Last Updated By
Terms
Due Date

Status Tracking

Type
Invoice Status
Payment Status
Currency
Overdue By

Financials

Total Amount
Paid
Amount Due
Tax
Type of Tax
Discount

These columns can be used with both the Filters panel and column filters to help you quickly find the invoices you need.

View Invoice Statistics with Stats

Use Stats to review totals and summary figures for a specific set of invoices.

📌 Notes: Statistics are only available for some combinations of invoice type and invoice status. The recommended approach is to filter invoices to the same type and same status before you click Stats.

Prepare the List for Stats

In Pay & Bill → INVOICES, apply your main filters (for example, Invoice Period and Company) using the Filters panel.
Filter the Type column so all invoices in the list are the same invoice type, for example: Filter as Sales Invoice.
Filter the Invoice Status column so all invoices are the same status, for example: Filter as Approved & Sent.

Now the list shows a consistent set of invoices (same type and status).

Open Stats

Check that the invoice list is filtered to the combination you want (for example, Sales Invoice + Approved & Sent).
Click Stats on the top right of the Invoices page.
Review the invoice statistics shown in the Invoice Statistics window.

Run Invoice Consolidation

Use Run consolidation to apply your invoice consolidation rules and generate consolidated invoices from eligible draft invoices.

⚠️ Important: When you confirm Run consolidation, the action cannot be undone. Make sure you have applied the correct filters and understand your consolidation rules before you proceed.

Prepare Invoices for Consolidation

In Pay & Bill → INVOICES, filter the list to the invoices you want to consolidate (for example, by Invoice Period, Company, and Invoice Type).
Ensure that the invoices you plan to consolidate meet your consolidation rules, for example:
- in Draft status.
- in the same currency.
- not already linked to a Consolidated invoice.

These rules are configured per company billing address; see the Notes in the consolidation window.

Run Consolidation

Click Run consolidation on the top right of the Invoices page.
In the Run Invoice 1 Click Consolidation window, choose the Invoice Period to use (for example, Weekly).
(Optional) Tick Enable ability to re-run invoice consolidation rules if you want to allow consolidation rules to be re-run.
Read the Notes section carefully. It explains:
- Consolidation rules are configured in each Company → Location → Billing Address → Billing tab
- To be consolidated, invoices typically must:
  - be in Draft status.
  - be in the same currency.
  - not belong to any existing Consolidated invoice.
  - match the selected rule above.
- A maximum of 1000 invoice items can be consolidated together; additional items will be placed in separate consolidated invoices
- You can only export 200 invoice items per export if you are using column configuration in Export Scheduler
When you are ready, click Confirm to run the consolidation, or Cancel to stop.