Working with Invoices

Use the Invoice details page to view the information for a selected Invoice.

Note: 
  • You can view this page only if Back Office extension is enabled. See Back Office Extension overview.
  • You can only view the information on this page. To add or modify the data you must access, the integrated application. For specific questions, refer to the documentation for the integrated application or contact the administrator.

You can access the Invoice details page from these entities:

  • Account
  • Bill To
  • Ship To
  1. Select Invoices from the navigation bar. The Invoices list page is displayed.
  2. Click the invoice name. The Invoice details page is displayed.
  3. Click View More to view this information:
    Invoice ID
    The unique ID assigned when the invoice is created.
    Account
    The account associated with the invoice.
    Status
    The status of the Shipment such as Shipped, In transit, Back ordered.
    Payment Terms
    The payment conditions that must be met.
    Due Date
    The date on which the payment for the invoice is scheduled to be received.
    Document Date
    A date stamp from the integrated application to identify when the information has been last published.
    Last Modified Date
    The date on which the invoice has been last modified.
    Extended Amount
    The calculated total of the product price multiplied by the quantity, less any discount.
    Total Amount
    The total amount of invoice.
    Type
    The invoice type.
  4. Click the History tab to view the history of activities performed on the selected Invoice.
  5. Click the Files tab to view the history of attachments linked to the selected Invoice.
  6. Expand or Collapse an entity related section to add, review or modify the data defined for the various entities linked to the Invoices.
  7. Click Save.
    You can use the other functions from the Detail view toolbar. See Details page toolbar.
    Use the Detail menu to access:
    • Accounting
    • Sync History
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