Invoice Details (F)

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.

Partial view of the Invoice Details page, including the Information Banner and the editable Invoice Details Form.

Invoice Details Features

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

Invoice Details Information Banner Item Name

Description

ID

The Payrix-generated 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

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 Method

The payment method 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

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

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 in the page. Note that these sections will be updated if related information in the Items Form is edited by you or the merchant.

Billing Address Form

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

Billing Address Form Item Name

Description

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

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

Activity Table Column Name

Description

TXN ID

The Payrix-generated 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:

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: