Invoices: Difference between revisions

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* Summary (1) - Basic information and Line items (7)
* Summary (1) - Basic information and Line items (7)
* Details (2) - More senstive invoice data
* Details (2) - More senstive invoice data
* UDFs (tab shows if present)
* 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

Latest revision as of 13:36, 8 March 2025

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
  • UDFs (tab shows if present)
  • 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