Reviewing invoices

Customers can review the invoices for their orders in these areas: Recent Invoices widget on the dashboard, the Invoice List page, and the Invoice Details page.

The Recent Invoices widget on the dashboard shows the three most recent invoices. The date of the invoice and the invoice total are displayed. Users can click the ID of an invoice to open it in the Invoice Details page. They can click the View All link to open the Invoice List page.

The Invoice List page shows a list of all invoices. Customers can filter invoices by invoice date. If a customer leaves the From field blank, then all invoices with an invoice date that is on or after January 1, 1970 are displayed. If a customer leaves the To field blank, then all invoices with an invoice date that is on or before the current date are displayed. To view all invoices, customers leave both the From and To field blank.

The Invoice Details page shows information about an individual invoice.

Feature elements

The information that is available in the Recent Invoices widget, the Invoice List page, and the Invoice Details page depend upon the feature elements that are enabled for the user's role:
  • If the Warehouse Group Based Order View feature element is enabled on the user's role, then only invoices for orders that were delivered by warehouses in the user's top prioirty warehouse group are displayed. An invoice is displayed if at least one line in the invoice is related to an order that was delivered by a warehouse in the user's top priority warehouse group.

    To display invoices for orders that were delivered by any warehouse, clear the Warehouse Group Based Order View feature element.

  • If the Account Balance feature element is enabled, then the user can view the outstanding amount due on the invoice in the Invoice List and Invoice Details page.
  • If the Purchase Order Number feature element is enabled, then the purchase order numbers that are associated are displayed in the Recent Invoices widget, the Invoice List page, and the Invoice Details page.
    In the Invoice List page, these features are available when purchase order numbers are displayed:
    • If multiple purchase order numbers are linked to an invoice, users click the More link to view all linked purchase orders. Purchase orders are listed in descending order based on the date of the associated sales order.
    • Users can search invoices by purchase order number. The purchase order number that the user searched for is always displayed first in the purchase order column, even if the purchase order is not linked to the most recent sales order.
    • If the users are assigned to a role
  • If the Download Invoice Details feature element is enabled, then users can download a copy of the invoice. An integration between Infor Document Management and Rhythm for Commerce is a prerequisite for this function.

    See "Order history, invoices, and other customer information" in the Infor Rhythm for Commerce Web Content and Functions Guide or online help.