Page Comparison

The Invoice Details page contains information about an invoice found in the table on your Invoices page. On this page, you can edit invoice details, perform actions that affect the status of the invoice, or view related activity.

Navigate to the Invoice Details page by following the steps below:

Step 1: Click on Invoices under Forms in the left-hand navigation panel.
Step 2: Find the specific invoice in the table, and click on any information to open the Invoice Details page.

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Invoice Details Features

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title	Click here to view the features of the Invoice Details page.

Invoice Details Information Banner

The Invoice Details information banner displays an overview of the invoice, including the following information:

Invoice Details Information Banner Item Name	Description
ID	The ID number for the invoice.
Created	The date that the invoice was created.
Status	The status on the invoice: paid, viewed, or pending.
Login	The login name of the customer account.
Email Status	The status of the invoice email: sent or pending.

Invoice Form

The Invoice form includes the following information about the invoice:

Invoice Form Item Name	Description
Number	The ID number associated with the invoice.
Title	The title of the invoice, which can be used to illustrate for what or who the invoice is intended.
Message	A message to the customer including additional notes or details about the invoice.
Payment Methods	The payment methods available for the invoice. Choose from the following: American Express Visa Master Card Diners Discover Debit Personal Checking Personal Savings Business Checking Business Savings

Customers Form

The Customers form contains the following information about the customer associated with the invoice:

Customers Form Item Name	Description
First Name	The customer’s first name.
Last Name	The customer’s last name.
Email	The customer’s email address.

Items Form

The Items form contains the following information about goods or services included in the invoice:

Items Form Item Name	Description
Name	The name of the good or service sold.
Quantity	The number of items.
Price	The price per unit.
Discount	Any discounts applied to the invoice.

Total Amounts Fields

The dollar amounts for the Discount, Tax, and Total are displayed below the Items Form on the page. Note that these sections will be updated if you edit related information in the Items Form.

Billing Address Form

The Billing Address form contains the following information about the customer’s billing address:

Billing Address Form Item Name	Description
Address	The customer’s street address.
Address 2	The suite number or other information associated with the street address.
City	The city portion of the customer’s address.
State	The state portion of the customer’s address.
Zip	The zip code portion of the customer’s address.
Country	The country portion of the customer’s address.

Invoice Details Forms Actions

The Invoice Details forms support the following actions: edit, add an email, and add a product.

To edit portions of the Invoice Details forms, click the PENCIL icon in the top right-hand corner of the page. Enter any editing into the open fields, and click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon. Alternatively, click the EDIT button in the action panel below the forms, edit the invoice, and click CHECKMARK to save or X to cancel in the top right-hand corner of the page.

To add an email to the Customer form, click the PENCIL icon in the top right-hand corner of the page. Click ADD ADDITIONAL EMAIL and enter the additional email(s) into the form. Click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon.

To add a product to the Items form, click the PENCIL icon in the top right-hand corner of the page. Click ADD PRODUCT and enter the additional product information into the form. Click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon.

Invoice Details Action Panel

The action panel is located below the forms sections and includes the following buttons that can be used to perform actions related to an individual invoice:

Invoice Details Action Panel Button Name	Description
Link	Click this button to copy a URL link to open a copy of the customer’s Invoice in a web browser, or send the link of the invoice page to the customer.
Go To Invoice	Opens the invoice in a new page in your browser window.
Print Invoice	Opens the invoice as a printable .pdf page.
Edit	Allows you to edit portions of the invoice.
Resend	Resend the invoice to the customer.
Mark as Paid	Mark the invoice as paid.
Duplicate	Create a copy of the invoice.
Delete	Delete the invoice. You will be asked to confirm this command in a light box.

Activity Table

The Activity table contains information about payment activity related to the invoice, including the following information in the default setting:

Activity Table Column Name	Description
TXN ID	The ID associated with any transactions that paid toward the invoice.
TXN Status	The status of any transactions associated with the invoice.
Date	The date of the activity.
Cardholder Name	The name on the credit or debit card used for the payment activity.

Customize Your Invoice Details Activity Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Activity table:

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title	Click here to view Activity table customizations.

Activity Data

Message
ID
Date Created
Created by
Shipping First Name
Shipping Last Name
Shipping Company
Shipping address
Shipping City
Shipping Zip
Shipping State
Shipping Country
Shipping Phone
Shipping Fax

Transaction Data

TXN ID
Date Created
Created by
Date Modified
Modified By
Subscription Type
Currency
Platform
Captured
Description
Order Number
Tax
Amount
Status
Approved
Card
Refunded

Customer Data

First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email

Related Pages

Click the links or items in the page to access any of the following pages:

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