Filter orders, customers, invoices, and attendees
Use filters when a list is too large to scan manually.
Steps
- Open the relevant list: Orders, Customers, Invoices, or Attendees.
- Select Filter by or the filter button.
- Choose the filter group, such as state, event, payment state, date, customer, tag, or location.
- Select the filter value.
- Close the filter panel or press Escape when the list updates.
- Use Clear to remove filters when you are done.
Useful filter combinations
| Job | Filters to start with |
|---|---|
| Find unpaid bookings | Order state, payment state, date range. |
| Find duplicate customers | Name or email text search, customer group, external reference where used. |
| Finance review | Invoice payment state, date range, location or POS. |
| Entrance issue | Event, attendee state, ticket number, customer name. |
Expected result
The list shows only records that match the selected filters, and the active filters are visible enough for staff to understand why records are included.
Troubleshooting
| Problem | What to check |
|---|---|
| Expected record is missing | Clear filters, expand date range, search by exact number, and check archived or canceled views. |
| Too many records remain | Add a date, state, event, or customer filter. |
| Filter seems stuck | Select Clear, reload the list, or remove saved URL filters. |
