Summary
This example covers the process of invoice management which will describe the steps involved in viewing, downloading and voiding an invoice.
For additional details on the fields and options presented on the Invoices screen see the Account Invoices screen help article.
Prerequisites
An invoice must be created 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 area 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 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.
Invoice Status: shows the invoice status (e.g. rendered, voided)
Invoice Number: the invoice number
Total: the total invoice amount for current bill period including taxes
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. This date is based on the Account Bill Day and the account’s AR/Payment Term configuration
Balance: 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 tab. This tab will display all the transactions that were 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
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
Invoice Taxes:
To view the invoice taxes, click on the “Taxes” tab .It will show all the taxes that were applied on the invoice.
Invoice History:
Invoice history tab can be used to view the invoice creation (Create Action), rendering (Render Action), and delivery (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.
Voiding an Invoice
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 only 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 earlier Rendered to Voided state and another invoice with Voiding status is created which reverses the transactions
6. Voided invoice holds the reference of Voiding invoice and Voiding invoice holds the reference of Voided invoice as shown below -
Note: Transactions, Taxes,History tab 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 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 screen.
