Invoice Detail View

The Invoice Detail view displays read-only information from your accounting system.

To view

Open the Account Detail view, and click the Invoices tab.
Click the invoice number for the invoice you want to view. The following information displays:

Invoice - The invoice number.
Account - The account the invoice is associated to.
Status - The invoice status.
Invoice Amount - The total amount of the invoice.

Click one of the following tabs to view additional information.

Details tab

Box	Description
Invoice Date	The date the invoice was created.
Due Date	The date the invoice is due.
Customer PO	The customer's purchase order number.
Settlement Discount Percent	The percentage discount applicable to the invoice if the invoice is paid within a certain time.
Payment Terms	The terms applicable to the settlement discount. For example, a number of days.
Operating Company Currency	The operating company's currency type.
Exchange Rate Date	The date of the exchange rate used to convert from the invoice currency to the invoice operating company currency (if the invoice currency is different from the invoice operating company currency).
Exchange Rate	The rate used to convert from the invoice currency to the invoice operating company currency (if the invoice currency is different from the invoice operating company currency).
Currency	The currency used on the invoice.
Discount	Any discount that may be applicable to the invoice.
Discount Percent	Any discount percentage that may be applicable to the invoice.
Shipping	The total shipping cost.
Tax	The total tax amount.
Comments	Any notes associated with the invoice.
Total Cost	The total cost of the invoice.
Profit Total	The total profit made on the invoice (net total minus cost total).
Price List	The name of the price list used to derive the price.
Sales Person	The salesperson associated with the invoice.

Addresses tab

Invoice Lines tab

Box	Description
Number	The line number. The line number is used for sequencing of lines.
Line Type	The line type.
Status	The line status.
Commodity	The commodity used on the line (if any).
Variant	The commodity variant (for example, color or size).
Dimension	The commodity dimension on the line.
Unit	The scale used to measure the quantity of the commodity. For example, "Each" or "Box of 10".
Quantity	The quantity of the line.
Initial Price	The initial price of the line (before discounts).
Actual Price	The actual price of the line (after discounts or adjustments).
Net Total	The total value of the line including discounts and excluding tax.
Charges Total	The total value of any charges applied to the line (for example, finance charges or interest).
Discount Total	The total of any discounts applied to the line.
Tax Total	The tax applicable to the line.
Gross Total	The total value of the line, including tax, discounts, and charges.

Payments tab

Box	Description
Date	The receipt date.
Name	The receipt name.
Type	The receipt type. For example, pre-payment, payment on account, and so on.
Status	The receipt status. For example, cleared, pending, authorized, and so on.
Net Total	The net amount of the receipt.
Discounts	The value of any discount that has been taken off the receipt.
Charges	The total value of any charges applied to the receipt. For example, finance charges or interest.
Taxes	The value of any tax that has been included in the receipt.
Gross Total	The value of the receipt if tax and discounts are included. For example, the actual amount received.
Currency	The receipt currency.
Tender Type	The tendering method used for the receipt. For example, cash, check, credit card, and so on.
Tender Reference	The reference for the receipt associated with the tender type. For example, a check number, credit card number, and so on.
Date Processed	The date the receipt was processed.

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