You can view the details of an invoice by clicking on the row of the corresponding invoice.
Invoice Details
This section provides an overview of the specific invoice, including essential information such as identification numbers, amounts, and current payment status.
- Invoice External Number: This is the reference or identification number provided by the customer or external system to track the invoice. It may differ from the internal invoice number used in your system.
- Amount Due: This shows the remaining balance that the customer is required to pay. It reflects the total amount minus any previous payments or adjustments.
- Amount: This is the original total amount of the invoice before any payments or deductions. It represents the full cost of goods or services rendered.
- Status: This indicates the current state of the invoice, such as "Paid," "Pending," "Overdue," or "Partial Payment." It helps you track whether the customer has made any payments.
- Due Date: The deadline by which the payment is expected to be made. If the payment isn’t received by this date, the invoice could become overdue.
- Created Date: The date on which the invoice was generated. This helps in tracking the timeline of billing and payment processes.
Customer Details
This section provides information about the customer associated with the invoice, helping you confirm the payer's identity and relevant contact information.
- Company Name: The name of the business or organization being invoiced.
- Contact Name: The individual responsible for managing the invoice or payment within the customer’s organization.
- Contact Email Address: The email address of the contact person, used for sending reminders or inquiries related to the invoice.
- Address: The physical or mailing address of the customer, which could be used for sending physical copies of invoices or related documents if necessary.
- Quick Actions: This section provides immediate actions that can be taken regarding the invoice. These options help you manage the payment process more efficiently.
- Send Reminder: This option allows you to send a reminder email to the customer, notifying them of the outstanding invoice and the upcoming or overdue payment.
- Pay Now: This button enables the customer to directly make a payment for the invoice. It typically links to a payment gateway where the customer can complete the transaction.
- Setup AutoPay: This option lets the customer set up automatic payments for future invoices. Once activated, the system will automatically deduct payments on the invoice due date.
- Setup Collection Plan: This allows the business to create a payment or collections plan, enabling scheduled reminders or automated follow-ups for overdue payments. It helps to systematically handle outstanding balances without manual intervention.
- Activity Log: Monitor payer activity, including email sends, open rates, and payment logs.