- Click on the gear icon (
) in the upper right corner - Go to Settings
- Click on the relevant template group in the left menu. You can choose between General templates, Account statement templates, Payment plan Reminders or Reminder templates
- Choose the template for which you want to adjust the invoice overview
- Click on General options
- In the next window you have the option to show one or more of these invoices/documents, by adjusting the checkboxes:
- Documents in dispute
- Documents in promise
- Documents in payment plan
- Documents in outsourced
- Only due documents (this leaves out documents that are not yet due)
- Reconciliations
- Click on Save