Company Detail Invoice Tab

The Invoices tab contains information regarding invoices raised against the company, and the payments received from them in respect of this.

It has three main panes as outlined below.

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

(Note: In the below sections/text, the numbers in (bold parenthesis) refer to the annotations in the above screen-shot)

(1) Invoice Pane
This pane lists invoices that have been raised against the customer.

Specifically the following information is shown.

Field	Type	Comments
Payment Status selector	Filter	This drop down filters the list of invoices displayed in this pane according to their payment status. By default it is set as Outstanding, which will cause the pane to populate with any invoice records which have an Outstanding > 0 It can be also be set as :- Paid: in which case only invoices with an Outstanding = 0 will be displayed. All: all invoices raised against the company will be shown.
Open record	icon	will open the detail view for the corresponding invoice.
Invoice Status	Status icon	Denotes the current paid status of the Invoice. Red: No payment has been applied to the invoice, i.e. Outstanding = Total Inc Vat Amber:Payment has been applied to the invoice, but there is still an amount due, i.e. Outstanding > 0 Green:The invoice has been fully paid, i,e, . Outstanding = 0
Invoice Number	Numeric	The internal invoice reference number
Date	Date	The date the invoice was raised.
Job Number	Numeric	The reference number for the internal order that the invoice was raised in respect of.
Job Name	Text	The Job Name field is a concatenation of the category and description fields from the corresponding Job Number
Outstanding	Money	Calculated field (Total Inc Vat) minus @sum of (all payments allocated) to this invoice. In other words, it is the amount of the money on the invoice outstanding after any payments that have been received have been allocated to it
Total Inc Vat	Money	A calculated field which shows the grand total of all the charges on the invoice including VAT.
Credit Note: Apply	Button	This allows you to allocate a defined amount of a specified credit note as payment towards the invoice.
Credit Note: Apply All		This allows you to allocate the whole amount of a specified credit note as payment towards the invoice.
Payment: Apply		This allows you to allocate a defined amount of received monies as payment towards the invoice.
Payment: Apply All		This allows you to allocate the whole amount of received monies as payment towards the invoice.

Note: The contents of the pane are filtered so that only invoices that are wholly or partially unpaid are displayed.

(2) Payments Pane
This pane is concerned with payments that have been received from customers in respect of their invoices.
Specifically it provides the following functionalities

It allows you to record that a payment has been received from a customer
It allows you to generate an invoice statement
It lists the details of payments that have been received from the customer:-

Field	Comments
Payment Utilisation filter	This drop down filters the list of payments displayed in this pane according to their utilisation status. By default it is set as Available, which will cause the pane to populate with any payments received which have currently not been fully used, i.e. have Remaining > 0 It can be also be set as :- Used: in which case only payments with a Remaining = 0 will be displayed. All: all payments received from the company will be shown.
Invoice Statement in Excel button	Clicking this will save an invoice statement in Excel format, allowing you to save this to your local computer.
Print Invoice Statement button	Clicking this button allows you to generate an invoice statement for the company.
Status	Denotes the status of how the received payment has been allocated towards any invoices:- Red: No amount of the received payment has been allocated towards invoices, i.e. Used amount = zero Amber: Part of the received payment has been allocated towards invoices, i.e. Remaining amount > 0 Green: All of the received payment has been allocated towards invoices, i.e. Remaining amount = 0
Date	The date that the payment was received from the Customer.
Method	The method by which the customer made the payment., e.g. Bank Transfer Cheque Cash Credit Card
Paid	The amount of the payment received from the customer.
Used	The amount of the received payment that has been allocated towards an invoice.
Remaining	Calculated field (Paid) minus (Used) In other words, it is the amount of the money from the received payment that has not been allocated.

Enhancement: Request raised to be able to generate a payments report from this pane.

(3) Credit Notes Pane
This pane is concerned with credit notes that have been issued to customers.
Specifically it provides the following functionalities

It allows you to issue a credit note to a customer
It lists the details of credit notes that have been issued to the customer:-

Field	Comments
Date	The date that the credit note was issued to the customer.
Paid	The amount of the credit that was issued to the customer via the credit note.
Used	The amount of the credit note that has been allocated towards an invoice.
Remaining	Calculated field (Paid) minus (Used) In other words, it is the amount of the credit on the credit note that has not been allocated.