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

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