How to Set a Default View in Invoice List with Selected Columns?

EalSuite Platform General
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1

I want to customize my Invoice List view and display only the columns that are required for my daily workflow.

How can I set that view as my default?

2

  1. Go to the Invoice View Page

  2. Click on View Settings

  3. Select Create View

  4. Enter a View Name

  5. Go to the Invoice View Page

  6. Click on View Settings

  7. Select Create View

  8. Enter a View Name

  9. Add the required Columns

  10. If needed, apply any Filters (for example: Status, Date Range, Sales Person, etc.)

  11. Click Validate and Confirm

Once the view is created:

  1. Go back to View Settings

  2. Select the newly created view

  3. Click Set as Default View