Creating Invoice Prefix Filters in DeliveryTrax

KB Article #7139

Use invoice filters to hide invoice numbers beginning with certain prefixes. When needed, these filters can also be removed.

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Click an option below to get started:

• To create an invoice prefix filter:

  1. Click Settings from the left side panel.
     
  2. In the Invoices section of the General tab, find the Invoice Prefix Filters option.
  3. Click Add Filter Code.
     
  4. Type the prefix in the provided field.
     
  5. To add additional prefixes, click Add Filter Code and continue adding prefixes.
     
  6. Once all prefixes are added, click Save.
     

• To remove an invoice prefix filter:

  1. Click Settings from the left side panel.
     
  2. In the Invoices section of the General tab, find the Invoice Prefix Filters option.
  3. Click Remove to the right of the prefix.
     
  4. Continue removing prefixes as needed.
  5. When ready, click Save.