# Invoice Summary

https://docs.wisecp.com/es/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**: One figure, status, client, dates.
- **Change Status**: The four target states, plus a resend box.
- **Invoice Items**: Every line as a card; **Edit Items** opens the form.
- **The ledger**: Subtotal, discounts, charges, tax, total.

### 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.

A target with a lock icon is outside the normal flow, such as **Paid** on a refunded invoice. Picking it opens the **Outside the normal flow** box with two fields: your password and a reason. The change is recorded as forced; payment effects (service dates, coupons, linked order) do not run.

- **Paid**: Payment date, line events, income, rate.
- **Unpaid**: Income record removed.
- **Refunded**: Refund date, income removed, usage pending; gateway may refund.
- **Cancelled**: Income removed, usage pending.

### 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

Quantity times price, minus discounts (capped at the gross), plus tax unless the invoice or line is exempt; a line's own rate beats the invoice rate.

### The discount group

**Discounts** opens into the rows behind it.

| Row | Source | Note |
| --- | --- | --- |
| Discount Lines | negative lines | **Subtotal** keeps positives only. |
| Coupon Discount | a coupon | A tax free coupon exempts the line. |
| Reseller Discount | reseller tier | Includes product overrides. |
| Promotion Discount | older promotion | Marked **Legacy**; no new ones. |
| Group Discount | client group | Stacking is a group setting. |
| Service Discount | linked service | Applies to that line. |
| Custom Discount | line **Discount** box | Amount or percent, via **Disc. Type**. |
| Item removed, discount preserved | orphan share | Counted, not deducted. |

### 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.

## Fields

### The ledger rows

- **Subtotal**: Lines before discount and tax.
- **Discounts**: Every discount gathered; an orphan share counts here but not in **Amount Due**.
- **Payment Commission**: Only with a commission rate, priced against the gross subtotal.
- **Installment Surcharge**: Only when a card plan booked one; editing lines never moves it.
- **Total Tax**: Line tax by rate, named additional taxes, and tax on the charges above.
- **Amount Due**: Discounted subtotal plus tax, commission and surcharge. Never below zero.

### The status controls

- **Change Status**: Required; only the four targets. A locked target needs the two fields below.
- **Your password**: Required for a locked target; a wrong one stops the change.
- **Reason for this change**: Required for a locked target; goes to the history.
- **Select payment method...**: Optional, under **Paid**. Enabled gateways and the current method; empty keeps it.
- **Add as expense**: Default under **Refunded**. A history note only.
- **Add as account credit**: The same; adds nothing to the balance.
- **Refund via payment gateway**: Needs a gateway that can refund; the only option that moves money.
- **Cancel Services**: Off by default, under **Refunded**. Cancels the services this invoice created and the ones it bills, along with their add-ons. Where a service has a module, the provider is told separately.
- **Cancel Services**: The same switch under **Cancelled**.
- **Send Notification**: On by default, enabled once a change is pending. Under **Unpaid**: **Send Notification to Client**.
- **Send Notification**: Only while an invoice template is enabled; resends it unchanged.

## 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

> **Paid is an event, not a label**
> 
> Marking an invoice paid runs what its lines describe. Periods are extended, add-ons and orders activated, coupons consumed. **Unpaid** removes the income record, but not what the lines did.

> **Only one refund option moves money**
> 
> **Add as expense** and **Add as account credit** only note the method. **Refund via payment gateway** sends the money back, and the panel cannot recall it.

> **A paid invoice is frozen**
> 
> Its lines cannot be edited, deleted or split. Move it back to **Unpaid** first.

## 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. Setting a balance top-up invoice to **Paid** also needs `USERS_MANAGE_CREDIT`, because it loads the client's wallet.

## Related Articles

- [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview)
- [Invoice Payments](https://docs.wisecp.com/en/invoice-payments)
- [Editing an Invoice](https://docs.wisecp.com/en/editing-an-invoice)
- [Invoice History](https://docs.wisecp.com/en/invoice-history)
- [Taxation](https://docs.wisecp.com/en/taxation)