Invoice Drawer

Invoice 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, you can transition to Posted status only

Invoice details

In the top of the drawer, you will see four boxes for Amount, Paid Amount, Open Amount and Aging, defined as the total amount of the line items on the invoice, the total amount of registered payment(s), the remaining balance, and the days until/past the due date of the invoice.

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

Line Item

In this section, you will see a list of all the line items on the invoice. Clicking on a Document Line, will bring up the Document Line modal, which contains more details about the line, as well as allowing you to change the Document Line Text if, and only if, the invoice has status Assembled.

Record a Payment

You can only record a payment if the invoice has status Ready for posting or Posted, and the document is of type Credit In/Out and Invoice In/Out.

Deleting a Payment

If you need to delete a payment that is connected to an invoice, you can select it in the "Receipts, Payments and Credit Notes" table in the document drawer, and clicking the delete button.

Alternatively, you can go directly to the payment, and click the delete button in the top right corner.