Account Invoices are viewed in Account / Billing / Invoices.
Overview
The Invoices screen provides details on account invoices that have been generated to date. From here you can view the transactions and taxes related to each invoice, download invoices as pdfs, void invoices and more.
Below in this article you will find an overview of all panels, tabs and fields on the invoices screen. Guides walking you through actions you can perform on this screen are available in articles found under this page.
The Invoices Panel
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 |
---|---|
Downloads the invoice as a pdf | |
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.).
Select an invoice in order to view or edit its details (displayed on the Edit Invoice Panel to the right).
The Edit Invoice Panel
The information in this panel relates to the selected invoice. From here you can change the Invoice Date and invoice Due date if desired. The Transaction, Taxes and History tabs allow you to review various details for the selected invoice. These tabs are explained below.
Transactions Tab
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.
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.
History Tab
This tab displays a history of when invoices were generated on the account.