> For the complete documentation index, see [llms.txt](https://docs.dataloy.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dataloy.com/release-6.41/voyage-management-system/step-by-step-guides/invoices/invoice-drawer.md).

# Invoice Drawer

The Document drawer for assembled, posted or ready for posting drawers invoices.

<figure><img src="https://content.gitbook.com/content/ZAjnrhWmfr2KAV3ptnhz/blobs/mwILsoJOFd01hSpQlxwB/image.png" alt=""><figcaption><p>Invoice drawer for an assembled document</p></figcaption></figure>

### Statuses

The label chip next to the Document ID is showing the current status of the invoice:

* If the status is 'Assembled', you can change the status to back to 'Pending' (dissolve the invoice), 'Ready for Posting' or 'Posted'
* If the status is 'Ready for Posting' or 'Posted' you can not change the status
* If the status is set to 'Pending' the invoice will be dissolved, and the corresponding document lines can be found in the corresponding Pending list

#### Disabled Statuses

* You **cannot** change status of invoices for voyages of status **Closed**

### KPI

The KPI tiles have calculated fields for *Amount, Paid Amount, Open Amount* and *Aging.*&#x20;

### Main Details

Other useful fields are added on the main details section for you to be able to view or edit them:

| Fields               | Description                            |
| -------------------- | -------------------------------------- |
| Business Partner     | BU viewer permission, non-editable     |
| Vessel               | Vessel viewer permission, non-editable |
| Document Text        | Editable when assembled invoice        |
| Document Date        | Always non-editable                    |
| Created Date         | Always non-editable                    |
| Issuing Office       | Always non-editable                    |
| Issuing Company      | Always non-editable                    |
| Account No.          | Always non-editable                    |
| External Document No | Always editable                        |
| Invoice Text         | Editable when assembled invoice        |

### Line Item

If you click on a Document Line, you will see more information for the specific document line:

<figure><img src="https://content.gitbook.com/content/ZAjnrhWmfr2KAV3ptnhz/blobs/YhdZPC8h7ybcRI36KXSv/image.png" alt=""><figcaption><p>Document Line modal</p></figcaption></figure>

Overview of the fields:

| Fields                  | Description                     |
| ----------------------- | ------------------------------- |
| Vessel                  | Always non-editable             |
| Voyage (Reference No)   | Always non-editable             |
| Port                    | Always non-editable             |
| Terminal                | Always non-editable             |
| Booking No              | Always non-editable             |
| Account                 | Always non-editable             |
| Document Line Text      | Editable when assembled invoice |
| Quantity                | Always non-editable             |
| Unit Price              | Always non-editable             |
| Amount                  | Always non-editable             |
| Currency                | Always non-editable             |
| Exchange Rate           | Always non-editable             |
| Exchange Rate Date      | Always non-editable             |
| VAT Code                | Always non-editable             |
| VAT Rate                | Always non-editable             |
| Company Currency Amount | Always non-editable             |
| Voyage Currency Amount  | Always non-editable             |
| Source Currency Amount  | Always non-editable             |

## Record a Payment

Using the **Record Payment** action in the more options menu <img src="https://content.gitbook.com/content/ZAjnrhWmfr2KAV3ptnhz/blobs/Duz8UMbB0iYnYED8ibJy/more_vert-24px.svg" alt="" data-size="line">, you can manually record payments towards an invoice.

You can record either a partial amount or the full amount of the invoice.

#### Disabled:

* You **cannot** Record a Payment if the invoice is **not** of *status* type:
  * Ready for posting
  * Posted
* You **cannot** Record a Payment if the invoice is **not** of *document* type:
  * Credit In
  * Credit Out
  * Invoice In
  * Invoice Out


---

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