Details for Invoice Dialog Box

Use the Details for Invoice dialog box to view all invoice, credit memo, and payment information by invoice section (Fee, Labor, Consultant, and so on).

Location

To display the Details for Invoice dialog box, complete the following steps:

1. In the Project Management workspace, select the project for which you want to view invoice information.
2. Click the Invoices tab.
3. Click on or hover over the grid row for the invoice for which you want to display detail, and click at the end of the row.

Contents

Field	Description
Invoice number	The invoice number displays next to the dialog box title.
DATE	This column displays the invoice or credit memo date.
TYPE	This column displays the type of entry: Billed, Credit, or Received.
CREDIT MEMO REFERENCE	This column displays a credit memo reference number for rows where the entry type is Credit.
INVOICE SECTION	This column displays the section of the invoice where the entry is shown (for example, Fee or Labor).
TAX CODE	For an entry in the Tax invoice section, this column displays the tax code. (This column only displays if you have the Vision Billing module.)
AMOUNT	This column displays the billed, paid, credit memo, or applied retainer amount.
TAX AMOUNT	For an entry in the Tax invoice section, this column displays the tax amount. (This column only displays if you have the Vision Billing module.)
INTEREST	The interest amount that displays depends on the entry type. For a Billed entry, it is the amount of interest that was charged on past due invoices. For a Credit entry, it is the amount of interest that was taken off of the invoice.
RETAINAGE	This column displays the retainage amount for the entry.
Totals	Totals display below the grid for the AMOUNT and INTEREST columns.