Invoice Details

Invoice Details Information Banner

The Invoice Details information banner displays an overview of the invoice, including the following information:

• ID: The ID number for the invoice.

• Created: The date that the invoice was created.

• Status: The status on the invoice: paid, viewed, or pending.

• Login: The login name of the customer account.

• Email Status: The status of the invoice email: sent or pending.

Invoice Form

The Invoice form includes the following information about the invoice:

• Number: The ID number associated with the invoice.

• Title: The title of the invoice, which can be used to illustrate for what or who the invoice is intended.

• Message: A message to the customer including additional notes or details about the invoice.

• Payment Methods: The payment methods available for the invoice. Choose from the following: American Express, Visa, Master Card, Diners, Discover, Debit, Personal Checking, Personal Savings, Business Checking, Business Savings.

Customers Form

The Customers form contains the following information about the customer associated with the invoice:

• First Name: The customer’s first name.

• Last Name: The customer’s last name.

• Email: The customer’s email address.

Items Form

The Items form contains the following information about goods or services included in the invoice:

• Name: The name of the good or service sold.

• Quantity: The number of items.

• Price: The price per unit.

• Discount: Any discounts applied to the invoice.

Total Amounts Fields

The dollar amounts for the Discount, Tax, and Total are displayed below the Items Form on the page. Note that these sections will be updated if you edit related information in the Items Form.

Billing Address Form

The Billing Address form contains the following information about the customer’s billing address:

• Address: The customer’s street address.

• Address 2: The suite number or other information associated with the street address.

• City: The city portion of the customer’s address.

• State: The state portion of the customer’s address.

• Zip: The zip code portion of the customer’s address.

• Country: The country portion of the customer’s address.

Invoice Details Forms Actions

The Invoice Details forms support editing details, adding an email, and adding a product.

To edit portions of the Invoice Details forms, use one of the following methods:

1. Click the PENCIL icon in the upper-right corner of the page.

2. Make the required edits.

3. Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

1. Click the EDIT button in the action panel below the forms

2. Edit the invoice.

3. Click CHECKMARK to save or X to cancel in the upper-right corner of the page.

To add an email to the Customer form:

1. Click the PENCIL icon in the upper-right corner of the page.

2. Click ADD ADDITIONAL EMAIL and enter the additional email addresses into the form.

3. Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

To add a product to the Items form:

1. Click the PENCIL icon in the upper-right corner of the page.

2. Click ADD PRODUCT and enter the additional product information into the form.

3. Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

Invoice Details Action Panel

The action panel is located below the forms sections and includes the following buttons that can be used to perform actions related to an individual invoice:

• Link: Click this button to copy a URL link to open a copy of the customer’s Invoice in a web browser or send the link of the invoice page to the customer.

• Go To Invoice: Opens the invoice in a new page in your browser window.

• Print Invoice: Opens the invoice as a printable .pdf page.

• Edit: Allows you to edit portions of the invoice.

• Resend: Resend the invoice to the customer.

• Mark as Paid: Mark the invoice as paid.

• Duplicate: Create a copy of the invoice.

• Delete: Delete the invoice. You will be asked to confirm this command in a light box.

Activity Table

The Activity table contains information about payment activity related to the invoice, including the following information in the default setting:

• TXN ID: The ID associated with any transactions that paid toward the invoice.

• TXN Status: The status of any transactions associated with the invoice.

• Date: The date of the activity.

• Cardholder Name: The name on the credit or debit card used for the payment activity.

Activity Data

• Message

• ID

• Date Created

• Created by

• Shipping First Name

• Shipping Last Name

• Shipping Company

• Shipping address

• Shipping City

• Shipping Zip

• Shipping State

• Shipping Country

• Shipping Phone

• Shipping Fax

Transaction Data

• TXN ID

• Date Created

• Created by

• Date Modified

• Modified By

• Subscription Type

• Currency

• Platform

• Captured

• Description

• Order Number

• Tax

• Amount

• Status

• Approved

• Card

• Refunded

Customer Data

• First Name

• Last Name

• Company

• Address

• City

• Zip

• State

• Country

• Phone

• Email