Deleting a Filter

To delete a filterA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right.:

  1. In the main menu, select the area that you wish to delete the filter from:
    • Clients
    • Business > Invoices
    • Business > Work in Progress
    • Business > Quotes
  2. Select the down-arrow next to the page title. Names of available filters are displayed.
  3. Select Edit next to the name of the filter you wish to delete.
  4. Delete (in red text to the left of the Preview button) and confirm deletion.

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