How to Use the New UX Enhancements in Qoyod

In this article, you will learn about the new user experience enhancements in Qoyod and how to use each one in your daily work.

Filter by Payment Method

Sales › Sales Invoices

1. Open the sales invoices list.
2. Open the filter options in the invoice list.
3. Select “Payment Method” and choose the method you need to view the matching invoices.

This filter helps you review and reconcile invoices by payment method, without manual sorting.

Customer Balance at Invoicing

Sales › Sales Invoices › Create Invoice

1. Create a new sales invoice.
2. Select the customer in the customer field.
3. The customer’s balance from unused vouchers appears directly on the invoice screen.

This gives you full context before issuing the invoice, reducing errors and over-crediting.

Global Search

Top bar › Search

1. Click the search field in the top bar from any screen.
2. Type what you are looking for: an invoice number, a customer name, a voucher, or any other record.
3. Select the result you need to go to it directly.

Quick Create Button

Available from anywhere in the system

1. Click the Quick Create button from anywhere in the system.
2. Choose the document type: an invoice, a customer, a voucher, or others.
3. Fill in the details, then save.

Other Enhancements

• Sales Invoices Dashboard: a fully redesigned dashboard that gives you a clearer, faster read on invoice status and sales performance.
• Notes reorganization: credit and debit notes now appear directly under their related modules.
• Qoyod Updates section: moved to a more prominent place so you can easily see the latest features.

Notes

• All enhancements are available now with no additional setup.
• You will find a summary of every new update inside the Qoyod Updates section in the system.