This topic describes the fields and definitions on the Overview tab of the Job Invoices workspace.
Tab Fields
| Field | Description |
|---|
| Debit/Credit
|
This field displays whether the current record is an invoice or a credit memo. Possible values are:
- Debit - This is displayed if the current record is an invoice.
- Credit - This is displayed if the current record is a credit memo.
|
| Invoice Type
|
This field displays the type of invoice. Possible values are:
- T&M
- On Account
- T&M and On Account
- Pre-Invoice
- 0-Invoice
|
| Invoice Date
|
This field displays the date the invoice was issued.
|
| Due Date
|
This field displays the date on which payment is due for the job invoice.
|
| Payment Status
|
This field displays the following payment statuses of invoices, pre-invoices, and credit memos:
- Due
- Not Due
- N/A
- Paid
- Reconciled
- Not Reconciled
- Partially Reconciled
- The amount due for the job invoice is partially paid. The status is color-coded yellow if the invoice has a remaining balance and red if there are payments made but the balance is due. This is in the currency of your invoice.
|
| Remainder
|
This field displays the remaining balance of your invoice, pre-invoice, or credit memo, in the currency of your invoice.
|
| Price Breakdown
|
C This field displays the price to be paid. Click the amount to display an info bubble with the details of the breakdown.
|
| Billing Address
|
This field displays the address of the bill-to customer.
Click
Edit to update this information.
|
Details Island
Note: This island is collapsed by default.
| Field | Description |
|---|
| Invoice Name
|
This field displays the invoice name.
Click
Edit to update this information.
|
| Job
|
This field displays the job number on the invoice.
|
| Blanket Invoice
|
This field displays whether the current record is included in a blanket invoice.
|
| Time Unit
|
This field displays the time unit used for prices on time activities on the job.
|
| Created
|
This field displays the date the invoice was created, and the name of the employee who created it.
|
| Approved
|
This field displays the date the invoice was approved, and the name of the employee who approved it.
|
| Printed
|
This field displays the date the invoice was printed, and the name of the employee who printed it
|
| Invoiced on Account
|
This field displays the amount invoiced on account on the current invoice
|
| Amount Reconciled
|
This field displays the amount reconciled on the current invoice.
|
| Tax Reconciled
|
This field displays the tax amount reconciled on the current invoice.
|
| Fully Reconciled
|
C This field displays whether the current invoice is fully reconciled.
|
Tab Actions
| Button
|
Description
|
| Print Copy
|
Click this action to print a copy of the invoice.
|
