Contents of the Invoice Summary Dialog Box

Review details about the invoice, such as the credit memo number, invoice date, total billed amount, remaining balance, retainage amount, and interest.

Contents

Grid

Field	Description
Invoice	This field displays the invoice number.
Credit Memo	This field displays a credit memo number if this row represents a credit memo that was created in Interactive Billing. Credit memos display below the invoice to which they apply.
Invoice Date	This field displays the date that the invoice was entered in the Transaction Center or the invoice or credit memo date from Interactive Billing.
Due From	If you use multiple companies and the invoice or credit memo is an intercompany invoice, this field displays the company to which the invoice or credit memo was issued. If the invoice or credit memo is not an intercompany invoice, this field is not visible.
Invoice Total (Total Billed)	For invoices, this field displays the original invoice amount. For credit memos, this field displays the credit amount (negative).
Interest	This field displays the amount of interest posted for past due invoice amounts.
Balance	For invoices, this field displays an invoice's original amount less any payments, less any credit memos, and less any outstanding retainage amounts (because retainage is not considered due at this time). For credit memos, this field is blank.
Retainage	This field displays the retainage amount of the invoice not currently due. This amount is affected by retainage amounts entered on credit memos. This field is available only if you set Use Retainage to Yes in Settings > Billing > Options.
Days Out	This field displays the number of days that has passed from the time the invoice was entered in the Transaction Center or the invoice or credit memo date from Interactive Billing.