Invoices

The Invoices page is responsible for storing all customer invoices, with relevant information for each of them.

It is accessible by Client Center users with external role L40 - Billing and above.

Details

You can find the following information about each invoice in the table:

• Document No - The document number.
• Last download - The last time the document was downloaded.
• Type name - Type of the document, Invoice by default.
• Date - Date of creation of the document.
• Amount - The amount of the invoice.

Document types

By default, the Invoices page displays all invoices of all document types.

Administrators can optionally configure it to display only invoices of a certain type.

If set, the InvoiceDocumentTypes JSON setting determines which invoice document type or types can be shown.

Invoice document

If you click the blue arrow button on the leftmost portion of a row, you can reveal more details about an invoice.

This includes customer, status and enterprise company data, as well as individual document lines breakdown.

If present, files attached to an invoice will be displayed in a dedicated section, along with their name, extension and size.

Clicking once on a file's name will trigger its download.

Note

File attachments whose Access Permission field is not set to "Internal users + external users" will not appear in the Files section.

If none of the invoice’s attachments have this setting configured, the Files section will not appear at all.

You can also optionally download the entire invoice as a PDF file.

Note

The screenshots taken for this article are from v26 of the platform.