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Definition: What is it?

The Invoice Overview screen is used to display the summary view of the invoice. The screen itself is divided into sections that show various information related to the Invoice (eg Roles, Status, Terms, Items, Payments Applied etc).

Invoices can be of two type - Sales Invoices or Purchase Invoices.

What is it used for?

It is used to give the user an full overview of the details of the invoice in one single view.  For (all?) Invoices the following details are shown:

  • Customer Details
  • Invoice Status (In Process, Paid, Sent, Approved etc)
  • Order Date
  • Invoice Amount
  • Payments Applied to the Invoice and the date Paid
  • Invoice item details (including any workeffort or time entries)
  • List of general ledger accounting transactions generated

What's on the screen?

To do

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