Content fixes required, content should remain in an unpublished state for now
Summary
This example describe the steps involved in viewing, downloading and voiding 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 help article.
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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 then on the account select the invoice you wish to be viewed view / downloadeddownload. Rendered invoices can be downloaded in PDF format by clicking on the
button
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The invoice details provided on the left under the Invoices panel will provide summary details. These are shown displayed and explained below.
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Invoice Status:shows the invoice status (e.g. rendered, voided)
Invoice :the invoice name, which is defined by either a user defined scheme or the default system definednumbering scheme
Total:the total invoice amount for the current bill billing period including taxes. This does not include payments or credits
Created: the date the invoice was created
Charge:the charges incurred during the current invoicing billing period
Date: the invoice date
Tax: the total amount of taxes applied to charges on the invoice
Due:the Invoice due date
Balance: the balance amount. Balance is based on current invoice charges and the previous invoice due amount and payments
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Filtered transactions based on their ID
View the Transaction Date, Issued Invoice numbername, service name, account name, billing period, invoice item amount, usage identifier, tax amount and charge type
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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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
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