How to Sort and Print Invoices

Why Sorting and Printing Invoices Helps

Efficiently organizing invoices ensures:

• A smooth checkout process at live events
• Accurate record-keeping for your team
• Faster fulfillment and follow-up
• Easy reporting for accounting and donor stewardship

Step 1: Log In to Your Dashboard

1. Log in to your auction dashboard.
2. Select the event where the invoices are stored.
3. Go to the Invoices or Orders section.

Step 2: Sort Invoices

• Click on the column headers (e.g., Name, Amount, Status, Date) to sort invoices.
• Sorting options typically include:
  • Alphabetical by bidder name
  • Highest or lowest amount
  • Invoice status (Paid, Unpaid, Partially Paid)
  • Date issued or closed

This makes it easy to find specific buyers or organize for bulk actions.

Step 3: Use Filters for Precision

• Apply filters to narrow results before printing.
• Common filters include:
  • Paid vs. unpaid invoices
  • Specific payment method
  • Donation vs. purchase
  • Custom date ranges

Filtering helps you print only what’s relevant (e.g., unpaid invoices at checkout).

Step 4: Select Invoices for Printing

• Use checkboxes to select multiple invoices.
• You can:
  • Print one invoice at a time
  • Print all filtered invoices in bulk
  • Export data if you prefer to print offline

Step 5: Print or Download

• Click Print Selected or Download PDF.
• Review your printer settings before printing.
• Each invoice will include:
  • Buyer information
  • Items purchased
  • Amount due or paid
  • Payment method (if applicable)

Step 6: Use Bulk Print for Checkout Events

• At live events, bulk printing saves time by generating all open invoices at once.
• Hand them to guests at checkout or use them for payment collection.
• This is especially useful for auctions with large guest lists.

Step 7: Export for Record-Keeping (Optional)

• Click Export CSV to create a spreadsheet of invoices.
• You can use this file for accounting, donor follow-up, or offline printing.

Pro Tips for Sorting and Printing

• Sort unpaid invoices to prioritize follow-up and collection.
• Use bulk print before the event ends to speed up checkout.
• Double-check print formatting before mass printing.
• Export filtered lists for accounting reconciliation.
• Include your logo and event branding for a professional look.

Related Guides

• How to Send a Copy of an Invoice Receipt
• How to Design Invoice
• How to Pay Your Invoice
• Manually Assigning Winners
• Cancel or Refund a Ticket Purchase

Tom Kelly

Tom Kelly, TEDx speaker and CEO of CharityAuctions.com, helps nonprofits raise millions through auctions and AI. He hosts The Million Dollar Nonprofit podcast and inspires leaders to live their legacy, not just leave it.