Invoice Summary

The whole invoice on one screen: what is owed, the lines behind it, and the controls that move it.

Reaching the Screen

Summary is the first tab and opens with the invoice: {admin}/invoices/detail?id={invoice}&tab=summary.

What Is on the Screen

Four bands.

The figure card

A paid invoice states what was collected, with its date and method under it. Other states state what is owed, with a bar showing what is collected. Beside it: the status badge, an overdue day count, the exchange rate. Add Payment appears while something is owed. A formalized invoice shows a Formalized badge under the dates. When an integration such as Paraşüt issued the document, its logo and name sit beside the badge. If the document file is on the server, the E-Invoice PDF button at the right end of that row downloads it. Before formalization the same row shows where the integration stands: Not Official, Processing or Failed. The button at its right sends the document, or retries it. While the Paraşüt add-on is enabled, the customer downloads the same document with the E-Invoice PDF button on their own invoice page; the button in the formalization notification e-mail leads to the same protected download.

The status panel

Another state, such as Payment Pending, is an inactive chip. Update Status opens once a change is pending. The current state is refused, unless you pick Paid again to fix the method.

The invoice items

Each line opens as a card. Its icon shows the type; the description links to the service. Chips carry the order type, service number, billing cycle and period; quantity, unit price and total sit at the right. Add-ons sit under their line and start folded; the Add-ons row shows their count and total, and a click opens them. An invoice without lines opens straight in the form.

Hovering a line turns its icon into a pencil. A click opens a small panel under the line with its description, quantity and unit price. The line and the ledger follow as you type. Save Item saves the invoice and reloads the page. Cancel (or Esc) puts the line back. All Options opens the form with that line's More Options expanded. One line at a time; Edit Items waits meanwhile. A paid invoice shows no pencil.

Edit Items, at the right of the section title, replaces the cards with the form. There each line has description, quantity, price and a fixed total. More Options adds Tax Free, Tax Rate, Discount, Disc. Type, Linked Service and Item Period End. Discounts and taxes already applied show as chips.

Linked Service opens only on a line added this session. The three dots give Split to New Invoice, Add Sub Item, Duplicate and Delete; the bin does the same.

With Selected deletes ticked lines, or splits them onto a new unpaid invoice. It inherits currency, tax settings and due date; one line must stay. Add New Item opens an empty line. A paid invoice keeps the cards and has no Edit Items button. The note The invoice is paid, so its items are locked. sits beside the section title.

The ledger

An unpaid or draft invoice is recalculated from its lines whenever this tab opens. Other states show stored figures.

How a line reaches its total

Gross is quantity times price. Discounts come off it before tax, capped at the gross. Tax applies to what remains, unless the invoice or line is exempt, and a line's own rate beats the invoice rate. The Total column is base plus tax.

The discount group

Discounts opens into the rows behind it.

A share with a rate is repriced on save; a fixed coupon keeps its figure.

The tax group

Total Tax is absent on a tax exempt invoice. On a tax inclusive invoice the Price box carries tax; on a tax exclusive one it is the net. Without a stored rate, the rate shown beside it is derived.

Fields

The ledger rows

The status controls

Tasks

Mark as paid

1. Pick Paid and the gateway the money arrived through.
2. Click Update Status; the page returns on Paid, every line locked.

Refund an invoice

1. Pick Refunded and how the refund is recorded.
2. Click Update Status; the refund date is written and the income removed.

Change a line

For a single line, hover it and click the pencil that replaces its icon. Fix the description, quantity or unit price in the panel; the line and the ledger follow. Click Save Item. For its tax, discount or linked service, or for several lines at once, use the form:

1. Click Edit Items at the right of the Invoice Items title, or All Options in the line's panel. The cards give way to the form.
2. Edit the line; the Total column and ledger follow as you type.
3. Open More Options for its tax rate, Tax Free or discount.
4. Click Update Invoice; shares are repriced and the ledger recalculated.

Remove a discount

1. Click the cross on the chip under the line; only invoice level shares carry one.
2. Click Update Invoice; the payable figure usually rises.

Resend the invoice e-mail

1. Pick the template in the Send Notification box below.
2. Click the send button beside it; the mail goes out and reaches History.

Things to Watch

Required Privileges

Reading needs INVOICES_LOOK or INVOICES_OPERATION. Writing needs INVOICES_OPERATION: status change, item save, split, notification send. Controls appear either way; the refusal comes on clicking.

Related Articles

• Invoice Detail Overview
• Invoice Payments
• Editing an Invoice
• Invoice History
• Taxation