View Invoice Detail

You can view invoice details, such as the date and amount of the most recent payment received for an invoice.

To view invoice detail, complete the following steps:

1. On the Invoice Review form, select a client record. Vision lists in the Aged Accounts Receivable grid any projects for this client that have outstanding invoices that meet your selection criteria.
2. To select a project from the Aged Accounts Receivable grid, click the row selector beside its number.
3. On the Aged Accounts Receivable grid, click View Detail.
4. On the Invoice Details dialog box, which lists invoices for the current project, you can complete any of the following actions:
   • To view additional detail for one of the invoices, select the invoice and click View Detail above the grid to display a second Invoice Details dialog box.
   • To display one of the invoices, select the invoice and click Preview Invoice. This option is only available if the selected invoice has Invoice on File selected. From the Preview window, you can print the invoice or distribute it by email.
   • To display the date and amount of the most recent payment received for one of the invoices, select the invoice and click Last Receipt.
   • To display, enter, or change comments for an invoice, select the invoice and click Comments to display the A/R Comments dialog box.