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Invoices and documents

Find documents: filters, search and dates

Search, filter by type, status, Brand and dates, and select documents for bulk actions.

2 min readUpdated 26 October 2026About This Feature
  1. New Document — invoice, estimate, proforma, credit note and the other types you use.
  2. Dates — by issue date or due date (valid until for estimates).
  • Tabs — All, Invoices, Estimates, Proformas, Credit notes, Recurring and others you use.
  • Search — by number or customer.
  • Status — Draft, Sent, Overdue, Paid and more.
  • Brand — one Brand, or All my Brands.
  • Dates — Any time, This month, Last month, Last 30 or 90 days, This or last quarter, This or last fiscal year, This year, or a custom range. Quarters and fiscal years follow your organization’s fiscal year start.
Recommended

Filter to Status: Overdue and Dates: Last quarter before month-end to see who to call — or select them all and send reminders in one go on Business.

Common questions

Why can’t I see some documents?

If you’re limited to chosen Brands, you see only those Brands’ documents.

Related topics
Invoices and documentsCreate and finalize an invoiceCreate an invoice from scratch or from an estimate, check the preview, finalize it and send it — with every field explained.View Guide Invoices and documentsBulk actionsSelect many documents to send, remind, download as PDFs, mark as sent or export — in one go.View Guide Invoices and documentsCorrect, cancel or duplicate a documentFix a mistake on an issued invoice or estimate the right way — without rewriting history.View Guide

Still stuck? Contact Support.

Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.

Contact Support
New to Hectile?

Try it on your own documents.

A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.

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