The Invoices page provides a
centralized view of all generated invoices within the system. It allows users
to browse, search, filter, and manage invoice records along with their billing
and approval details.
The users access this screen to
track and manage invoice lifecycle. Navigate to the Invoices section from the left side main navigation panel. The screen automatically loads, displaying all invoice records by
default.
The Invoices screen is divided
into four key areas:
Page Header — Displays the
screen title (Invoices) and subtitle description.
Invoice Table — The main
data grid listing all invoice records.
Pagination Information (not shown in the figure) — Located at the end of the page. Displays and allows you to select Rows per page and navigate to Next or Previous pages.
The sections above are self-explanatory; however the Invoice Table requires further explanation and is described below.
Invoice Table
The main table displays one row
per invoice. Each column provides specific invoice information. The table below
describes each column:
Column
Description
Invoice Number
A unique system-generated identifier for each invoice (for example, INV-000000340). Click the link to open the full invoice detail.
Request Result Id
The internal reference ID linking this invoice to its originating request or batch process.
Invoice Date
The date and time the invoice was created.
Bill To
The billing account associated with this invoice. Identifies who is being charged.
Ship To
The delivery account for this invoice. May be the same as or different from the Bill To account.
Invoice Total
The total monetary amount due on the invoice, shown in transaction currency (e.g., USD).
Approved Status
The current status of the invoice (Approved or Draft).
View an Invoice Detail
To open the full details of any
invoice:
Click the blue hyperlinked
Invoice Number (for example, INV-000000321) in the first column. For more information, see Invoice Overview.
Alternatively, click the
eye icon next to the invoice number to preview the record.
