The Invoice tab provides the ability to view or edit a single Site Invoice record and to view applied payments. Additional information is available on the Transactions, Payments, Custom Fields (if defined), and Attachments tabs.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Invoice |
The invoice number is displayed. This field will be hidden when creating a new record and read only when editing. |
Site |
The Site number and name is displayed. This field is read only. |
Status |
The status of the invoice, such as Posted, is displayed. This field is read only. |
Date |
This field is required. This field will be read only if any payment has been applied to the Invoice. |
Comment |
This field can hold up to 200 characters. |
Invoiced Amount |
This field displays the total amount of the Invoice. This field is read only. |
Holdback Amount |
This field displays the total amount held back from this Invoice. This field is read only. |
Paid Amount |
This field displays the total amount of payments applied to this invoice. This field is read only. |
Current Balance |
This field will be calculated as the Invoiced Amount minus the Holdback Amount minus the Paid Amount. This field is read only. |
Invoice Balance |
This field will be calculated as the Invoiced Amount minus the Paid Amount. This field is read only. |