Select the smart folder you want to edit from the list on the left side of the Stone Hill Invoicer window. Click the ‘Edit’ button in the bottom left corner of the window.

A popover will show which allows you to set the search parameters for the folder. Click ‘Save’ when you are finished. The smart folder will immediately be populated with all the matching quotes and invoices.

Select the smart folder you want to delete from the list on the left side of the Stone Hill Invoicer window. Click the ‘Delete Folder’ button in the bottom left corner of the window.

Click the New Smart Folder button in the lower left corner of the Stone Hill Invoicer window. A popover will show which allows you to set the search parameters for the folder. Click ‘Save’ when you are finished. The smart folder will immediately be populated with all the matching quotes and invoices.

A smart folder is a saved search that behaves like a folder. You can setup a search, and whenever a new invoice or quote is found, it’s added to the smart folder.

You cannot add items to a smart folder by dragging them in.