This topic describes the fields and definitions on the Overview tab of the Collections workspace.
Tab Fields
| Field | Description |
|---|
| Debit/Credit
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| Invoice Type
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| Invoice Date
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| Due Date
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| Payment Status
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This field displays the following payment statuses of invoices, pre-invoices, and credit memos:
- Due - Copy to come.
- Not Due - Copy to come.
- N/A - Copy to come.
- Paid - Copy to come.
- Reconciled - Copy to come.
- Not Reconciled - Copy to come.
- 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.
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| Remainder
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This field displays the remaining balance of your invoice, pre-invoice, or credit memo, in the currency of your invoice.
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| Total
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| Billing Address
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| Account Manager
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Tab Actions
| Button
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Description
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| Print Copy
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Create Collection Event Flow
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Details Island
| Field | Description |
|---|
| Invoice Name
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| Job
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| Blanket Invoice
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| Time Unit
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| Created
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| Approved
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| Printed
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| Invoiced on Account
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| Amount Reconciled
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| Tax Reconciled
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| Fully Reconciled
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Copy to come.
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