Quotes and invoices are easier to scan
Quotes and invoices lists now show job, customer, and status at a glance, with status tabs, clearer dates, and a simpler footer.
Quotes and invoices lists are denser and easier to scan.
Each row leads with the job and document number, then the customer and address on the line below. Status, a date with a short context line (for example “Expires in 4 days” or “Not sent”), and the total sit alongside, with a chevron to open the document.
Status tabs at the top let you jump between groups such as awaiting reply, drafts, and accepted, with counts on each tab. Search covers job, customer, or document number. Extra filters for customer and job sit behind the Filters button. Archived documents are a footer link, next to a summary such as “7 of 7 · newest first”.
Click a column heading to sort. Sorting happens on the server, so it stays correct when the list is paginated.