Account 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 and void invoices.

Below you will find an overview of all panels and tabs on the invoices screen followed by guides walking you through actions you can perform.

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 on the Edit Invoice Panel to the right. 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 Invoice, Transaction, and Taxes 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 Taxes tab.

Taxes 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 Taxes tab.

History Tab

This tab displays a history of when invoices were generated on the account.