Invoice Details
The Invoice Details page gives in-depth information for that particular invoice. At the top of the page, users will see the invoice number and the client name. Below that is the information display area.
Invoice Details
Displayed information includes:
- Client Name (hyperlink)
- Create Date
- ERP Number
- Number of Line Items
- Subtotal
- Discount
- Tax
- Freight
- Ship Via and Shipping Method
- User Associated on the INvoice
- Total
- Total Gross Profit
- Shipping Tracking Number -- Note: Tracking number can be clicked on and will lead straight to a website that will show the user exactly where the order is in the shipping process.
When the "Export PDF" button is selected, an Invoice pdf is downloaded.
When the "Email Invoice" button is selected, a side panel opens with an email template.
- Line Item
- Item Number (hyperplink)
- Generic Name, Manufacturer (hyperlink)
- Size, Strength
- Price
- Quantity
- Subtotal
- Tax, Freight, Discount
- Total, Gross Profit, Outside Gross Profit
Existing Transactions are displayed here.
Users can make a payment toward the invoice by selecting the "+ Make Payment" button. A new Transaction page will display where users can enter details. For more information, please visit the Transactions KB page.
Line Items, Transactions, & Related Orders
- Status, Origin
- Order # (hyperlink), ERP #
- Date, Last Updated
- Assigned Rep, Submitted By
- Lines
- Tax, Freight, Discount
- Subtotal, Total
- Total GP, Outside GP
The Action dropdown menu at the top-right of the page includes:
- Export PDF (an Invoice pdf is downloaded)
- Email Invoice (a side panel opens with an email template)
- Make Payment (opens create new Transaction page)
Main Page -- Invoices
Updated 2 days ago