Summary
This example covers the process of invoice management which will describe the steps involved in viewing, downloading and voiding an invoiceinvoices.
For additional details on the fields and options presented on the Invoices screen see the Account Invoices screen help article.
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Log into the LogiSense Billing application
In the search area 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
Click 
Under the Account menu click on the Billing menu option
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 the
button to download the invoice in PDF format
Viewing Invoice Details
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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To view the invoice taxes, click on the “Taxes” Taxes tab. It This section will show list all of the taxes that were applied on the invoice.
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Invoice History:
Invoice history tab can be used to view 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) dates. 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 be different. This tab allows you to determine when these invoicing events occurred.
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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. |
Log into the LogiSense Billing application
In the search area at the top of the page, set the Search Filter to Account and then enter the name of the account on which contains an invoice you wish to void. Select the account from the list and then click the arrow button to go to the account's Overview page
Click on the Billing menu option
If there are multiple invoices, then please note that only the latest invoice can be voided. To void the latest invoice, select it and click on the
action button
Click on Yes when it prompted for confirmation
After the invoice is voided, as per this example, you will see that the invoice status changes from the earlier Rendered state to a Voided state
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. Also another invoice
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will be generated in a Voiding status
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which
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contains the reversed transactions
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6. Voided invoice holds the reference of Voiding invoice and Voiding invoice holds the reference of Voided invoice invoices will reference each other in the Detail field (as shown below - )
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Note: the Transactions, Taxes |
and History |
tabs can be referred to get more details around the transactions that are part of the voided / voiding invoice. |
7. Invoice having Voiding status holds the reversing transactions . Those transactions are issued as Credits The reversed transitions on the Voiding invoice will be issued as credits and can be viewed in Credits tab as well . As shown below , click on Credits tab on Account page. All the transactions issued against invoice can be seen as shown below on the on the Credits screen.
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