Content was last updated in 06.23.07-00
Open an existing Order and go to View >
Invoices.
The Invoices related to this particular order can be viewed here.
the same window (Invoice List) also shows the payment information related
to the specific invoice selected.
If there is any payment detail available for that specific invoice,
it is displayed in the Payment pane of the Invoice List window.
Go
to Accounts > View > Invoices
All the
Invoice irrespective of the Order ID can be viewed. if you have the
Site filter enabled, then Invoices raised from that site get listed.
The same window (Invoice List) also shows the payment information related
to the specific invoice selected.
If there is any payment detail available for that specific invoice,
it is displayed in the Payment pane of the Invoice List window.
Icon Tool bar
Invoices Pane
Payments Pane
Print Invoice: It prints the Invoice to hardcopy
Standalone Invoice: Standalone Invoice
has separate invoice settings for Items and Labor
Delete Standalone/LR Invoice: Deletes Standalone/LR Invoice
Comments: Comments given for invoice only if Invoice is present
Adjust Deposit: Deposit amounts are adjusted
User Fields: Any number of fields can be added to invoice that is created by user, and these fields can be viewed by clicking on user fields icon.
Site: Invoices are listed by applying Site, Sub-Region, Region filters., any site can be selected by clicking on Import button
Cash Invoice: Select this Checkbox if the it is a Cash Invoice
Invoice pane shows Invoices of all orders.
Field |
Description |
C [Comments[ |
If any comments made on the Invoice, a checkbox will appear here. |
A [Authorized] |
If the Invoice has been authorized, a checkbox will appear here. |
Invoice ID |
It shows the Invoice Id number |
Contract ID |
Contract person Id if Invoice |
Bill Date |
Bill created date |
Main Customer ID |
Id of the Main Customer to which the invoice is billed |
Main Company |
Name of the Main Customer to which the invoice is billed |
Terms |
Terms involved with Invoice |
Amount |
Bill Amount of order |
Tax |
Tax amount raised for Invoice |
Outstanding Balance |
Outstanding balance amount |
Type |
|
Parent Invoice ID |
ID number of the Parent Invoice, if it exists |
PO Number |
Purchase Order number of the Invoice |
Posted |
If the invoice has been posted, a checkbox will appear here. |
Site Name |
Site name of the Invoice related to. |
Payment Method |
Payment mode in cash, card, online. |
Cash Invoice |
Amount paid through cash. |
Billing Customer ID |
Customer ID of the company to which the Invoice is being billed |
Billing Company |
Name of the company to which the Invoice is being billed |
Created By |
Invoice created by name of the employee |
Order Description |
Order description of the Invoice |
Profit Center |
Profit center the Invoice order related to. |
Standalone Invoice |
(Y/N) if this is an Stand alone Invoice |
Sec.Inv.ID |
ID number of the Secondary Invoice, if it exists |
Summary Type |
Invoice Summary |
Payments pane shows the payments of order
selected from the invoice pane.
Field |
Description |
Status |
Status of Order payment |
Payment ID |
Payment ID of Ordered Invoice |
Payment Date |
Date mentioned on the date which payment made. |
Company Name |
Name of the company for which the Invoice was raised. |
Amount |
Amount of the Invoice |
Method of Payment |
Mode of payment |
Type |
Type of order Invoice |
Reference |
Reference Id of billing Invoice |
Apart from the above fields, the Payments Pane, in the Order specific Invoice Window, will have the following fields as well
Field |
Description |
Card# |
Shows only last 4 digits) |
Card Holder's Name |
Name of the person from whose card the payment has been made |
Card Expiry Date |
Card Expiry date in MM/YY format. |
Payment Type |
Type of payment done: Advance, Cash, or Deposit |