The Invoice Detail tab under Accounts Receivable>Invoices>Detail aggregates all line item information entered in Invoices. You can use this tab to filter and review the contents of Invoices all together in one place:


Many of the columns of the Invoice Detail page reference the Invoice that the line item falls under:

  • Number - Unique identifier for the invoice of the line item

  • Status - Current status of the Invoice (Created, Partial Payment, Voided, Paid, Issued)

  • Item - The Item/Kit/Description for the Invoice (see icons below to determine between them)

  • Customer - Customer of Invoice

  • Location - Location of Invoice

  • Invoice Date - Date of Invoice

  • Created Date - the date the Invoice was created

  • Last Updated - the date of the most recent update to the Invoice

  • Ledger Account - For Description line items, this will be the alternate side of the journal entry from the AR Account. For Items/Kits line items, this will be the Invoice Account set up when creating the Item/Kit.

  • Cost Center - Cost Center associated with Invoice (if any)

  • Product - Product associated with Invoice (if any)

  • Job - Job associated with Invoice (if any)

  • Custom Dimensions - Custom Dimension associated with Invoice (if any)

  • Default Sales Price - the default sales price for the Item/Kit

  • Default Purchase Price - the default purchase price for the Item/Kit

  • Amount - Price per Description/Item/Kit

  • Quantity - Number of Description/Item/Kit

  • Tax - Tax entered manually or from a Tax Code (if any)

  • Total - Quantity * Amount + Tax Amount

The Items column can be either a Description/Item/Kit:

  • The clipboard icon indicates a Description for the line item

  • The box icon indicates an Item for the line item

  • The multi-box icon indicates a kit


  • Click the blue highlight text under the Number column to bring up the original Invoice for the line item

  • Click the blue highlight text of the Item or Kit in the Item column to bring up the Item/Kit details

  • Click the blue highlight text of the Customer to bring up the full Customer details

  • Filter across the columns by select boxes (e.g. Status), Type to Filter (e.g. Customer), or Date Ranges

  • Sort most columns in ascending or descending order

  • Adjust columns and number of rows presented through the column selector icon in the top right above the table, and click Save Table Settings to always have that view when returning (this is on a per user basis)

  • Export Visible Columns - Export the current view of the table from the icons at the top right of the table

  • Export All Columns - Export all column information from the icons at the top right of the table

Did this answer your question?