The Invoice Details page contains information about an invoice found in the table on your Invoices page. On this page, you can edit invoice details, perform actions that affect the status of the invoice, or view related activity.
Navigate to the Invoice Details page by following the steps below:
Step 2: Find the specific invoice in the table, and click on any information to open the Invoice Details page.
Invoice Details Features
Invoice Details Information Banner
The Invoice Details information banner displays an overview of the invoice, including the following information:
Invoice Details Information Banner Item Name
The ID number for the invoice.
The date that the invoice was created.
The status on the invoice: paid, viewed, or pending.
The login name of the customer account.
The status of the invoice email: sent or pending.
The Invoice form includes the following information about the invoice:
Invoice Form Item Name
The ID number associated with the invoice.
The title of the invoice, which can be used to illustrate for what or who the invoice is intended.
A message to the customer including additional notes or details about the invoice.
The payment methods available for the invoice. Choose from the following:
The Customers form contains the following information about the customer associated with the invoice:
Customers Form Item Name
The customer’s first name.
The customer’s last name.
The customer’s email address.
The Items form contains the following information about goods or services included in the invoice:
Items Form Item Name
The name of the good or service sold.
The number of items.
The price per unit.
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:
Billing Address Form Item Name
The customer’s street address.
The suite number or other information associated with the street address.
The city portion of the customer’s address.
The state portion of the customer’s address.
The zip code portion of the customer’s address.
The country portion of the customer’s address.
Invoice Details Forms Actions
The Invoice Details forms support the following actions: edit, add an email, and add a product.
To edit portions of the Invoice Details forms, click the PENCIL icon in the top right-hand corner of the page. Enter any editing into the open fields, and click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon. Alternatively, click the EDIT button in the action panel below the forms, edit the invoice, and click CHECKMARK to save or X to cancel in the top right-hand corner of the page.
To add an email to the Customer form, click the PENCIL icon in the top right-hand corner of the page. Click ADD ADDITIONAL EMAIL and enter the additional email(s) into the form. Click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon.
To add a product to the Items form, click the PENCIL icon in the top right-hand corner of the page. Click ADD PRODUCT and enter the additional product information into the form. Click the CHECKMARK icon to save your changes, or discard your changes 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:
Invoice Details Action Panel Button Name
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.
Opens the invoice as a printable .pdf page.
Allows you to edit portions of the invoice.
Resend the invoice to the customer.
Mark as Paid
Mark the invoice as paid.
Create a copy of the invoice.
Delete the invoice. You will be asked to confirm this command in a light box.
The Activity table contains information about payment activity related to the invoice, including the following information in the default setting:
Activity Table Column Name
The ID associated with any transactions that paid toward the invoice.
The status of any transactions associated with the invoice.
The date of the activity.
The name on the credit or debit card used for the payment activity.
Customize Your Invoice Details Activity Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Activity table:
Shipping First Name
Shipping Last Name
Click the links or items in the page to access any of the following pages: