Viewing Invoice and their Payment Information

Content was last updated in 06.23.07-00

Revision History

Version No.	Reference No.	Changes
06.23.07-00	R2-20333	View 'Payment Information' about Order specific Invoices

If a you want to view an invoice and the related payments linked to it, you can you can view it from two different access points.

There are two ways of viewing Invoices

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.

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