The Invoices screen provides a complete view of a single invoice record. It is accessed by clicking any invoice from the Invoices list. It is divided
into three main areas: a header element at the top, metadata fields, and three tabbed navigation tabs — Summary, Details, and Related.
Header Element: The top of the screen displays the
invoice identifier and its current approval status at a glance. It also displays the metadata information as a horizontal bar showing six key metadata fields for quick reference.
These fields are read-only and cannot be edited directly from this bar.
Element
Description
Invoice Number + Status Badge
Displays system-generated identifier in the format INV-XXXXXXXXX (INV-000000404) alongside a colored workflow status ("Approved" in green, and "Draft" in blue).
Bill To
The account or contact that will be billed for this invoice.
Ship To
The account or contact to which goods or services are being delivered. May differ from Bill To.
Invoice Date
The date the invoice was formally created or issued. (for example, January 1, 2026).
Due Date
The date by which payment must be received (for example, January 31, 2026).
Due Past By
The number of days the invoice is overdue relative to today. Displayed in red when overdue (for example, 4295 days indicates a significantly aged receivable).
Invoice Total
The total monetary value of the invoice (for example, $ 384,000.00).
Navigation Tabs: Three tabs organize the invoice
information. Click a tab label to switch between views without leaving the
page.
Navigation Tab
Description
Summary
Displays Balance Information, Price Breakup, and Transaction Details. This is the default view when opening an invoice.
Details
Shows additional invoice metadata such as customer information, payment terms, currency information, fee breakdown and financial summary.
Related
Lists associated records linked to this invoice, such as Invoice Line Item(s).
The Summary Tab
The Summary tab (visible in the figure above) is the primary
working view and contains three panels described below.
Balance Information: This panel provides a real-time
snapshot of the invoice's financial position.
Field
Description
Total Amount
The full invoice amount before any payments are applied. Example: 384,000.00.
Amount Paid
The cumulative total of all payments received against this invoice. A value of 0.00 means no payment has been recorded.
Balance Due
The remaining outstanding amount. Calculated as Total Amount minus Amount Paid. When Balance Due equals Total Amount, the invoice is completely unpaid.
Price Breakup: This panel shows how the total invoice amount is composed. It is useful for verifying tax calculations.
Line Item
Description
Sub Total (total of products)
The combined price of all line-item products or services included in the invoice, before tax or adjustments.
Tax Amount
Any applicable taxes added to the subtotal. A value of $0.00 indicates the invoice is tax-exempt or tax has not been applied.
Total Adjustments
Credits, discounts, or manual adjustments applied to the invoice. A value of $0.00 means no adjustments have been made.
Total Invoice Amount
The final payable amount: Sub total + Tax + Adjustments. This should match the Invoice Total in the summary bar.
Transaction Details: This panel records every financial event associated with the invoice.
Column
Description
Date
The calendar date on which the transaction occurred.
Transaction Type
The nature of the transaction. Common types include Invoice Creation (initial record), Payment Received, Credit Applied, and Adjustment.
Transaction Amount
The monetary value of this specific transaction.
Starting Balance
The outstanding balance on the invoice immediately before this transaction was applied.
Ending Balance
The outstanding balance on the invoice immediately after this transaction was applied.
Description
A free-text note associated with the transaction.
The Details Tab
The Details tab is the primary tab for reviewing full invoice
information. It consists of five collapsible sections. Each section can be
expanded or collapsed by clicking the arrow icon next to the section title.
Field
Description
Bill To
The account to which the invoice is billed.
Bill To Location
The billing address or location linked to the billing account.
Ship To
The account to which goods or services are shipped
Ship To Location
The shipping address or location linked to the shipping account.
Payment Term
The agreed payment term profile applied to the invoice.
Approved Status
Reflects whether the invoice has been approved. Matches the header status badge.
Invoice Date
Date of invoice creation (ISO format).
Due Date
Date by which the invoice must be paid.
Due In
Number of days remaining until the payment is due.
Due Past By
Number of days the invoice is overdue. Highlighted in red when applicable.
Currency
The full name of the currency used for the invoice (e.g., USD = US Dollar).
Currency Code
The standardized ISO 4217 alphabetic code representing the currency (e.g., USD).
Currency Symbol
The symbol used to denote the currency in monetary values (e.g., $ for US Dollar).
Total One Time Fee
The sum of all non-recurring, single-charge fees included in the invoice.
Total Recurring Fee
The sum of all fees that are charged repeatedly at a defined billing interval (e.g., monthly or annually).
Total Evergreen Fee
The sum of fees associated with evergreen subscriptions that renew automatically without a fixed end date.
Total Usage Fee
The sum of fees calculated based on actual consumption or usage of a product or service.
Total Fee
The combined total of all fee types — one-time, recurring, evergreen, and usage fees.
Total Adjustments
The net value of any credits, discounts, or manual corrections applied to the invoice.
Sub Total
The invoice amount after all fees are summed and adjustments are applied, excluding the tax amount.
Tax Amount
The total tax calculated and applied to the invoice based on applicable tax rules.
Invoice Total
The final payable amount on the invoice, including the subtotal and all applicable taxes.
The Related Tab
This tab lists associated records linked to this invoice, such as Invoice Line Item(s) (ILI). Click the blue hyperlinked ILI number (for example, ILI-000000816) to navigate to the Invoice line items details page.
