Contents of the Invoice Details Dialog Box

Review transaction details about the invoice, such as the credit memo number, invoice date, total billed amount, remaining balance, retainage amount, and interest.

Contents

Field Description
Date This field displays the date that the invoice was entered in the Transaction Center or the invoice or credit memo date from Interactive Billing.
Type This field displays Billed, Received, or Credit.
Invoice Section This field displays the name of an invoice section, such as Fees or Labor, for which charges were billed on the invoice or credit memo.
Tax Code This field displays the tax code associated with the billed charges.
Amount This field displays the amount billed for the invoice section.
Tax Amount This field displays all tax amounts that are still outstanding. This column displays only outstanding amounts, not all taxes billed.
Interest This field displays the amount of interest posted for past due invoice amounts.
Retainage This field displays the retainage amount of the invoice or credit memo not currently due.

This field is available only if you set Use Retainage to Yes in Settings > Billing > Options.

Due From If you use multiple companies and the invoice or credit memo is an intercompany invoice, this field displays the company to which the invoice or credit memo was issued. If the invoice or credit memo is not an intercompany invoice, this field does not display.
Comments A check in this box indicates that comments exist for the invoice or credit memo.