Sorting your clients list

To sort your clients list alphabetically or by balance owed, please refer to the steps below.

iOS and Android

1. Tap Clients
2. Under the search bar, tap Sorted… and choose between 'Alphabetically' or 'Balance due'
3. Tap Apply
4. Tap the up and down arrows to the right of the Sorted by option, to sort by ascending or descending order

Web

1. From the navigation menu, click on Clients
2. Click on the down arrow next to Name to sort client names by ascending or descending order
3. Click on the down arrow next to Balance due to sort clients by the amount they owe, by ascending or descending order