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