Page Comparison

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Below in this article you will find an overview of all panels, tabs and fields on the invoices screen. Guides walking you through actions you can perform on this screen are also available in articles found under on this page.

The Invoices Panel

The Invoices panel on the left of this screen allows you to select an invoice and modify it using actions or by changing fields in the Edit Invoice Panel. The actions available are shown as icons on the left above the Filter invoice text box.

Actions

Icon	Description
Image Added	Delivers (emails) the selected invoice to the account's billing contact. If invoices are configured to be delivered offline then this feature will instead mark the invoice as delivered
Image Added	Re-Renders the selected Invoice provided it has not yet been delivered. This feature can be used in the event that invoice template changes have been made
	Downloads the invoice as a pdf
	Voids the selected invoice and generates reversed transactions. See the voiding an invoice section below for more information

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This tab displays invoice activity such as when the invoice was created, rendered, delivered or voided. The date of these activities may differ depending on how bill runs are configured. Invoices are created when a bill run is executed with the ‘Run Invoices’ option set enabled (when this option is set account transactions will be stamped with an invoice name/number). Invoice rendering occurs when a bill run with the ‘Render Invoices’ option enabled is run, resulting in the invoice being generated on the account and downloadable as a pdf. Delivery occurs when a bill run executes which has been configured with the ‘Deliver Invoices’ setting enabled.

As of LogiSense Billing 10.3 the state of taxation related to the selected invoice will also be shown on the History tab. The possible tax statuses are: 'Tax Pending', 'Tax In Progress' or 'Taxed'.

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Guides

Voiding an Invoice

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