Description

Manage and view full detail of a single Invoice from this page.

 



Tabs

The tabs include Details, Emails, Transactions, Payments, and Audit Log.

 

Details

This tab has the full detail of the Invoice. Additional fields to the Add/Edit screen are

  • Status - Current status of the Invoice
  • Amount Due - Amount left to be paid on the Invoice
  • Terms - Customer's payment terms, set on the Customer object
  • Invoice number - Unique identifier for the Invoice

Invoice Detail Actions:

 

PDF - Click to bring up a PDF preview of the Invoice. Click anywhere on the preview to download the Invoice.

Create Template Invoice - Click to create a new Invoice, using most of the detail from the current Invoice.

Issue - Click to issue the Invoice. This does the following:

  • Set the Invoice to status 'issued'
  • Posts Invoice associated journal entries
  • If System Settings "Email On Invoice Issued" is On then a PDF of the Invoice will be emailed to the customer's email address if set.

Edit - Update Invoice fields.

Void - - Void Invoice. This does the following:

  • Sets the Invoice to status 'voided'
  • Posts a journal entry reversing the issued entry.

Delete - Delete this Invoice.

 

 

Emails

This tab shows all emails sent to the email address on file for the customer of the Invoice

 

  • See the recipient and timestamp of the email
  • Click into the blue highlight text under the ID column to see more information about the sent email(s):


Payments

This view shows all of the journal entries related to this Invoice:


Transactions

This view shows all of the journal entries related to this Invoice: 


Audit Log

This view shows all actions taken with the Invoice: