Invoice Drawer

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.

Main Details

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

Line Item

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

Overview of the fields:

Record a Payment

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