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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 Modified	Delivers (emails) the selected invoice to the account's billing contact. If invoices are configured to be delivered offline then this feature will simply set the invoice to the Delivered status
Image Modified	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
Image Modified	Allows you to view a rendered invoice in a new tab/window
Image Modified	Voids the selected invoice and generates reversed transactions. See the voiding an invoice section below for more information

Invoices List

The Invoices listing shows the invoices generated on the account and summary level details (invoice state, invoice number, dates, total, etc.).

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This tab displays transaction details that have been applied to the selected invoice. A sum of the taxes applied per transaction is shown on this tab. You can view each individual tax and tax amount applied to a transaction by clicking on the icon next to the tax amount.

Clicking on any transaction in the list will navigate you to that particular transaction on the Transactions screen.

Taxes Tab

This tab will display all taxes that were applied to transactions on the invoice. Each tax applied will note its tax code, tax rate and the total tax amount charged for the particular tax minus tax credits.

An Amount Reportable value will also be listed here which will only be populated if the Tax Code used to apply taxes was configured with the ‘Only Report Tax’ setting enabled. In such a case the Tax Amount will be set as 0 and Amount Reportable value will display the calculated tax amount.

History Tab

This tab displays invoice activity such as when the invoice was created, taxed, 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 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 viewable as a pdf. Delivery occurs when a bill run executes which has been configured with the ‘Deliver Invoices’ setting enabled.

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1. Select the invoice in the list on the left under the Invoices heading

2. Under the Invoices heading click the icon

3. If the invoice has reports attached to it and the report data needs to be updated leave the Generate new versions of attached reports setting enabled

4. On the confirmation dialog click Yes to confirm that the selected invoice should be re-rendered

The invoice will go through the re-render process (Render Pending, Render In Progress) and finally . Once these processes are finished a pop-up message will appear alerting informing you that the re-render has been completed.

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Voiding an Invoice

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