Summary
This example describes how to view, download and void invoices.
For additional details on the fields and options presented on the Invoices screen see the Account Invoices Screen screen help article.
Prerequisites
An invoice must be present on an account. See the Billing an Account Example guide if you have not already generated an invoice
Process
Downloading an Invoice
Log into the LogiSense Billing application
In the search box at the top of the page, set the Search Filter to Account and then enter the name of the account which contains an invoice. Select the account from the list and then click the arrow button to go to the account's Overview page
Under the Account menu click on the Billing menu option
If there are multiple invoices on the account select the invoice you wish to view / download. Rendered invoices can be downloaded in PDF format by clicking on the
button
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Viewing Invoice Details
The invoice details provided on the left under the Invoices panel will provide summary details. These are displayed and explained below.
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This tab allows you to determine when invoicing events occurred. It will indicate the invoice creation date (Create Action), rendering date (Render Action), and delivery date (Delivery Action). These dates may be same but this will depend on your business process. If invoice generation, rendering and delivery are handled in separate bill runs then these dates may differ.
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Voiding an Invoice
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For details on how an account will be impacted when voiding an invoice see the Voiding an Invoice article. |
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