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:


Invoice Details Available

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 triangle icon indicates an Item for the line item

  • The multi-shape icon indicates a Kit for the line items

Invoice Detail Table Actions

  • Filters - Filter what appears in the table based on one or more fields available in the table.

  • Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.

  • Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.

  • Export - Table data can be exported using the export button at the top of the table.

  • 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

  • Sort most columns in ascending or descending order