Invoices: Difference between revisions

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* Details (2) - More senstive invoice data
* Details (2) - More senstive invoice data
* Touchpoints (3) - Emails and logged calls
* Touchpoints (3) - Emails and logged calls
* Payments (4) - any payments against the invoice
* Payments (4) - Any payments against the invoice
'''Links'''
'''Links'''


* AR customer (5)
* AR customer (5)
* AR Customer Order (6) - If there is one
* AR Customer Order (6) - If there is one
'''Line Items (7)'''
This shows the details for each line item

Latest revision as of 09:36, 26 March 2024

Header

  • Invoice number
  • AR Customer name
  • AR Customer code
  • Email Address

Tab layout

  • Summary (1) - Basic information and Line items (7)
  • Details (2) - More senstive invoice data
  • Touchpoints (3) - Emails and logged calls
  • Payments (4) - Any payments against the invoice

Links

  • AR customer (5)
  • AR Customer Order (6) - If there is one

Line Items (7)

This shows the details for each line item