Description
Manage and view full detail of a single invoice from this page:
Tabs
The tabs include Details, Email, 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
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:
- Void a payment against the Invoice
Transactions
This view shows all of the journal entries related to this invoice:
Audit Log
