Overview Tab

This section describes the fields and actions 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. Update the information as needed.

Details Island

Note: This island is collapsed by default.

Field	Description
Invoice Name	This field displays the invoice name. Update the information as needed.
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.