How do I find recently added, recently invoiced or inactive customers?

Step 1: Open the Customers page

Go to Customers/Sales > Customers in the top menu.

Step 2: Use Sort By

In the search section, the Sort By dropdown offers:

• Invoice Name - alphabetical (the default)
• Recent Customers - most recently added/active customers first: perfect for "who did I just add?" and for spotting your newest business
• Statement Balance - biggest balances first: who owes you the most
• Customer Code (Username)

You can also click the column headings in the results table to re-sort.

Step 3: Include or exclude inactive customers

The Inactive Customers option lets you choose Exclude (default), Include, or Only - "Only" gives you a clean list of every customer marked inactive.