The Summary view displays information at the invoice level. Click
Detail View to display information at the line item level. See
Grid - Detail View
for column descriptions.
The columns described in the following table are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.
| Field | Description |
|---|
|
Click to display the
Column Selector Profiles pop-up,
which you can use to customize the grid.
|
|
Invoice #
|
This column displays the invoice number.
|
|
Date Created
|
This column displays the date when the invoice was created.
|
|
Client
|
This column displays the name of the client.
|
|
Client Contact
|
This column displays the client point of contact.
|
|
Client External Code
|
This column displays the external code of the client, as set in Contacts.
|
| You only use external client codes when integrating TrafficLIVE with finance or ERP software packages.
|
|
Job #
|
This column displays the system-generated job number. Click on the link to view the job details.
|
|
Job Owner
|
This column displays the staff member who is responsible for the job.
|
|
Job Owner's Department
|
This column displays the job owner's department.
|
|
Job Owner's Location
|
This column displays the job owner's location.
|
|
Client PO
|
This column displays the client purchase order (PO) reference (the PO that the client gave you).
|
|
Billing Status
|
This column displays the billing status of the job. You set the billing status on the Financials page Billing tab.
|
|
Quote #
|
This column displays the related quote number.
|
|
Issue Date
|
This column displays the date when the invoice was issued.
|
|
Currency
|
This column displays the currency in which the invoice was created.
|
|
Time Net
|
This column displays the value of fee/time items on the invoice, before tax.
|
|
Expenses Net
|
This column displays the value of expense items on the invoice, before tax.
|
|
Purchases Net
|
This column displays the value of purchase items on the invoice, before tax.
|
|
Invoice Net
|
This column displays the total value of all items on the invoice, before tax.
|
|
Tax 1 Amount
|
This column displays the total value of added tax.
|
|
Total Amount
|
This column displays the total of all items plus tax.
|
|
Paid Date
|
This column displays the date when the invoice was paid.
|
|
Payment Reference
|
This column displays the payment-related reference. It is an optional field that you can enter in the Jobs area.
|
|
Exported
|
Select this check box to specify that the invoice has been exported from TrafficLIVE. You typically use this during integration with finance software.
|
|
Process
|
Select this check box to mark the invoice as "ready to be exported." You typically use this during integration with finance software.
|
|
X
|
Click to delete the invoice. If this option is not available, you might not have permission to delete an invoice; contact your TrafficLIVE administrator.
|
