# Invoice Detail Overview

https://docs.wisecp.com/es/invoice-detail-overview

One invoice end to end: what it charges, where it stands, what has been collected and what changed.

## Reaching the Screen

Panel menu: **Billing**, then **Browse Invoices**, then open a row: `{admin}/invoices/detail?id={invoice}`. Every invoice number in the panel leads here too.

The screen opens on **Summary**. Each tab has its own address: `{admin}/invoices/detail?id={invoice}&tab=payments`.

## What Is on the Screen

Three bands, top to bottom.

- **The header**: The number and the marks beside it.
- **Document actions**: Right end of the tab strip: read, print, download, share, delete.
- **The tabs**: Five sections; the one you open decides the body.

### The header

The title carries the number as stored. Without one, the invoice appears by its record id behind a hash sign.

**Overdue** joins it while the invoice is **Unpaid** and past due. A module can add its own badge.

When staff have left an **Admin Note** on the [Edit Invoice](https://docs.wisecp.com/en/editing-an-invoice) tab, it sits pinned under the heading on every tab, with who wrote it and when. **Edit Note** on the band opens that tab. The client never sees this note.

### Document actions

Four of the six open the client's own invoice page, in the client's language or yours.

- **Preview**: Opens that page in a new tab, even while public sharing is off.
- **Print**: Opens the print dialog on the same document.
- **Download PDF**: The same document, saved as a file.
- **View Email Attachment**: The PDF attached to invoice e-mails: the file the client received.
- **Share**: The public payment link, with a copy button. Unavailable while **Show Invoices Without Login** is off.
- **Delete**: Removes the invoice for good after a confirmation that names it; no password is asked for a single invoice. Shown only to staff allowed to delete invoices.

### The tabs

- **Summary**: The payable figure, the client, the dates, the status picker and the lines with their ledger.
- **Edit Invoice**: Number, currency, dates, payment method and taxation, plus official status while **Invoice Formalization** is on.
- **Client Details**: Who the invoice is billed to, kept as it was issued.
- **Payments**: What has been collected, and the form that records one. **Add Payment** on the Summary card jumps here. On a refunded invoice the refund is a line of its own here: a **Refund** badge, the amount and the date.
- **History**: Every change, with the staff member and the time.

A module can add a sixth tab.

An **Unpaid** invoice recalculates its totals as the page opens; other states keep their stored figures. Without a stored rate, the ledger works one back and still reads **Tax (20%)**.

## Fields

Only the status picker at the top of **Summary** is here; other fields belong to their own tabs.

- **Change Status**: Required, preselected on the current state. Four targets: **Paid**, **Unpaid**, **Refunded**, **Cancelled**. The current state is refused; another one, such as **Payment Pending**, is an inactive chip.
- **Select payment method...**: Optional, offered for **Paid** only. Left empty, the invoice keeps its method. On a paid invoice this is the one change you can send alone.
- **Add as expense**: The default under **Refunded**. **Add as account credit** is stored the same way; only the word kept in **History** differs. **Refund via payment gateway** needs a gateway that refunds automatically.
- **Send Notification**: Ticked by default, editable once your pick differs from the current state. Untick it to move the invoice without writing to the client.
- **Cancel Services**: Off by default, offered for **Refunded** and **Cancelled**. Cancels what the invoice paid for: the services it created and the ones it bills, with their add-ons. Where a service has a module, the provider is told separately.

## Tasks

### Change the invoice's state

1. Open **Summary** and pick the new state under **Change Status**.
2. Answer what it asks: a payment method for **Paid**, a refund route for **Refunded**, and whether the client is told.
3. Click **Update Status**, which stays inactive until your pick differs.
4. The page reloads on the new state: a paid invoice books the income and releases its order, a cancelled or refunded one removes that record.
5. If the invoice is a balance top-up, **Paid** loads the client's wallet and needs `USERS_MANAGE_CREDIT` as well.

### Hand the invoice to the client

1. Use **Preview** to read the page the client will read.
2. Open the actions menu, pick **Share**, and copy the link.
3. Whoever holds the link can pay without signing in, so send it to the client only. An unavailable item means sharing is off.

### Read what the client was sent

1. Open the actions menu and pick **View Email Attachment**.
2. The PDF that goes out with invoice e-mails opens in a new tab.
3. That is the file in the client's inbox. **Print** and **Download PDF** give the browser's version.

### Delete the invoice

1. Open the actions menu at the right end of the tab strip and pick **Delete**.
2. The confirmation shows the invoice number and the client; click **Delete**.
3. The invoice and its lines are removed for good, and the screen returns to the invoice list.

## Things to Watch

> **Only one refund route moves money**
> 
> **Refund via payment gateway** asks the gateway to send the money back, and nothing here takes it back. **Add as expense** writes no expense line, **Add as account credit** adds no balance. Either way the income record is removed. All three routes write a refund line to **Payments** and to the **Transactions** list on the client's invoice page; the collected total does not change.

> **Marking an invoice paid can replace its number**
> 
> **Paid Invoice Numbering** lives in the billing settings. While it is on, the number comes from the format when the invoice becomes paid, so one typed by hand is overwritten. Set numbers by hand only while it is off.

> **A paid invoice is frozen**
> 
> Its lines can no longer be edited, split or deleted. To correct it, take it back to **Unpaid** first, which also removes the income record.

## Required Privileges

The screen opens for `INVOICES_LOOK` or `INVOICES_OPERATION`. **View Email Attachment** asks for `INVOICES_LOOK` on its own.

Every change goes through `INVOICES_OPERATION`: the status, the **Edit Invoice** record, the lines, the split, payments, the client block and notifications. Read-only staff see the controls; the save is refused. Setting a balance top-up invoice to **Paid** also needs `USERS_MANAGE_CREDIT`, because it loads the client's wallet.

Deleting the invoice asks for `INVOICES_DELETE` on its own; without the privilege the **Delete** item is not shown.

## Related Articles

- [Invoice Summary](https://docs.wisecp.com/en/invoice-summary)
- [Editing an Invoice](https://docs.wisecp.com/en/editing-an-invoice)
- [Invoice Payments](https://docs.wisecp.com/en/invoice-payments)
- [Invoice Client Details](https://docs.wisecp.com/en/invoice-client-details)
- [Invoice History](https://docs.wisecp.com/en/invoice-history)
- [Invoices](https://docs.wisecp.com/en/invoices)