Toolbar Actions

Use the toolbar at the top of the Invoices list in AR Remittances (SmartCustomer) to control how invoice data is searched, filtered, displayed, exported, and whether notification automation is enabled.

The toolbar includes:

• Notification

• Search Invoices

• Filter Invoice Records

• Customize Table Columns

• Export Invoices

• Currency Toggle (Base vs Foreign)

1. Notification

Use the Notification control to manage invoice‑level notification automation (for example, reminder or follow‑up workflows).

How to use Notification:

1. On the Invoices page, locate the Notification dropdown on the toolbar.

2. Click the dropdown to view options (such as Turn On or Turn Off notifications for the selected invoices or current view).

3. Select the desired option to enable or disable notification automation.

Figure 1. Notification Control – Invoices Toolbar

2. Search Invoices

Use Search to quickly locate specific invoices.

How to search:

1. Go to the Invoices page in AR Remittances.

2. In the toolbar, click in the Search field.

3. Type a value such as:

   • Invoice Number

   • Customer Name

4. The list updates to show only invoices that match your search term.

5. Clear the search text to return to the full invoice list (subject to active filters).

Figure 2. Searching Invoices – Invoices Toolbar

3. Filter Invoice Records

Use Filters to display only invoices that meet specific criteria (for example, open and overdue invoices above a certain amount for a particular entity).

How to filter invoices:

1. On the Invoices page, click the Filter (funnel) icon on the toolbar.

2. In the filter panel, choose a Column (for example, Invoice Number, Customer Name, Entity, Invoice Status, Amount, Amount Remaining, Age (Days), Due Date, Disputed Amount, Tags).

3. Select an Operator (such as contains, equals, greater than, less than or equal, in list).

4. Enter the Value to filter by.

5. (Optional) Add additional filter rows to build combined conditions (for example, Invoice Status = Open AND Age (Days) > 30).

6. Apply the filters to update the invoice list.

To reset the view, remove individual filter rows or use Clear Filters (if available).

Figure 3. Filter Panel – Invoices Toolbar

Table 1. Invoice List Columns and Default Filter Operators

4. Customize Table Columns

Use Edit Columns to choose which fields appear in the Invoices table and in what order.

How to customize columns:

1. On the Invoices page, click the Edit Columns (column) icon on the toolbar.

2. In the Edit Columns panel:

   • Select checkboxes for the columns you want to show.

   • Clear checkboxes for the columns you want to hide.

3. Apply your changes to refresh the Invoices table layout.

Use Restore Default (if available) to return to the standard column configuration.

Figure 4. Edit Columns Dialog – Invoices Toolbar

5. Export Invoices

Use Export to download invoice data for offline analysis, sharing, or archiving.

How to export invoices:

1. On the Invoices page, apply any needed filters and search criteria.

2. Click the Export (download) icon on the toolbar.

3. Confirm the export format (typically CSV).

4. Save the exported file from your browser.

The export normally includes the invoices visible in your current (filtered) view and respects your current column configuration.

6. Currency Toggle (Base vs Foreign)

Use the Currency toggle to control how monetary values are displayed.

How to use the currency toggle:

1. On the Invoices toolbar, find the Currency control with Base and Foreign buttons.

2. Click Base to show monetary fields in your organization’s base (functional) currency.

3. Click Foreign to show values in each invoice’s original transaction currency.

4. The selection applies to all monetary fields in the list, such as Amount, Amount Remaining, Disputed Amount, and Scheduled Payment Amount.

Figure 5. Currency Toggle – Invoices Toolbar