Summary
This example covers the process of invoice management which will describe the steps involved in viewing, downloading and voiding the an invoice.
For additional details on how to generate invoice ,see the Invoice generation exampleon the fields and options presented on the Invoices screen see the Account Invoices screen help article.
Prerequisites
An invoice should must be available on an Account.created on an account. See the Billing an Account Example guide if you have not already generated an invoice
Process
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Downloading an Invoice
Log into your Logisense the LogiSense Billing application
In the search area at the top of the page, set the “Search Filter” Search Filter to “Account” Account and then enter the name of the account on which invoice is generated and needs to be viewedcontains an invoice. Select it the account from the list and then click the arrow button to go to the accounts overview page.
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account's Overview page
Click on the
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Billing menu option
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If there are multiple invoices then select the invoice to be viewed / downloaded. To view the invoice in PDF format, please ensure invoice is in Rendered status. Click on
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the
button to download the invoice in PDF format
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Viewing Invoice Details
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The invoice details provided on the left under the Invoices panel will provide summary details. These are shown and explained below.
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Invoice Status - It :shows the invoice status . To get the invoice PDF copy, invoice should be in Rendered status. (e.g. rendered, voided)
Invoice Number - It shows :the invoice number.This could be different than invoice identifier. It is basically the invoice name where user can decide the prefix , invoice start number as per Automatic Naming configuration in Owner Configuration.Total - It shows
Total:the total invoice amount for current bill period inclusive of including taxes.
Created - System : the date when the invoice is was created.
Charge- It includes :the charges incurred during the current invoicing billing period
Date- It refers to : the invoice date. Basically this date is based on the Next Bill Date of an account package.
Tax -Total tax amount
Due -
Tax: the total amount of taxes applied to charges on the invoice
Due:the Invoice due date. This date is based on the Account Bill Day and the account’s AR/Payment Term configuration
Balance- It shows : the balance amount. Balance is based on current invoice charges and previous invoice due amount / payments .
Invoice Transactions:
To view the invoice transactions, click on the “Transactions” Transactions tab. It This tab will show display all the transactions that were considered by invoicing for the billing period.
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Transactions can be filtered based on the Id.
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added to the invoice. On this tab you can:
Filtered transactions based on their ID
View the Transaction Date, Issued Invoice number, service name, account name, billing period, invoice item amount, usage identifier, tax amount , and charge type .
For non-zero taxes,tax details can be checked by clicking on information button.
If there are multiple transactions, then pages can be navigated with page number,
Click the information button to view tax details for the transaction
Navigate to additional pages of transactions using the page number field or next/ previous buttons.
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Invoice Taxes:
To view the invoice taxes, click on the “Taxes” tab .It will show all the taxes that were applied on the invoice.
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Invoice history tab can be used to view the invoice creation (Create Action), rendering (Render Action), and delivery (Delivery Action) dates. Ideally these These dates will may be same but in case as per this will depend on your business process, if . If invoice generation, rendering and delivery are handled separately then those dates can be fetched with the help of invoice history option.
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Void in separate bill runs then these dates may be different. This tab allows you to determine when these invoicing events occurred.
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Voiding an Invoice
Log into your Logisense the LogiSense Billing application
In the search area at the top of the page, set the “Search Filter” Search Filter to “Account” Account and then enter the name of the account on which invoice is generated and needs to be viewed. Select it contains an invoice you wish to void. Select the account from the list and then click the arrow button to go to the accounts overview page.
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account's Overview page
Click on the
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Billing menu option
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If there are multiple invoices, then please note only latest invoice can be voided. To void the latest invoice, select
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it and click on
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the
action button
Click on Yes when it
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prompted for confirmation
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After the invoice is voided, as per this example you will see that the invoice status changes from earlier Rendered to Voided state
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Result
Invoice should get downloaded after user clicks on download invoice button.
Invoice transactions , taxes , history should be displayed in the right panel for the selected invoice.
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
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