To sort your clients list alphabetically or by balance owed, please refer to the steps below.
iOS and Android
- Tap Clients
- Under the search bar, tap Sorted… and choose between 'Alphabetically' or 'Balance due'
- Tap Apply
- Tap the up and down arrows to the right of the Sorted by option, to sort by ascending or descending order
- From the navigation menu, click on Clients
- Click on the down arrow next to Name to sort client names by ascending or descending order
- Click on the down arrow next to Balance due to sort clients by the amount they owe, by ascending or descending order