Current challenge:

On the Invoices page, sorting by status does not automatically surface all matching invoices if some are located on subsequent pages. Advisors must first increase the number of rows displayed before sorting, which can make older invoices easy to overlook.

Suggested enhancement:

Add a filter for "Invoices Sent"

Ensure sorting and filtering work across the full invoice dataset, not just the currently displayed page

Benefit:

Improves visibility into outstanding and historical invoices while reducing the likelihood of advisors missing sent invoices due to pagination limitations.