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.

Invoice Details Features

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 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

Customers Form

Items Form

Billing Address Form

Invoice Details Action Panel

Activity Table

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:

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:

On the Invoice Details page, you can edit the title, message, items, price, and customer details on the invoice.

You can also Send, Duplicate, Mark as Paid, or Delete the invoice directly on this page using the buttons located directly below the invoice details (above the Activity section).

Options to print the invoice are also available, and if you’d like to get the URL link of the page to send to a customer, click on the button, or click on the button to be taken to the page directly. Take note that certain invoices may not all have the same options depending on what they’re marked as.

To add a new invoice, make sure you’re back on the main Invoices page and click on the +Add Invoice button located towards the top right to be directed to the invoice creation page.

Under the “Invoice” section of the form, you can add the invoice number under the NUMBER field, a TITLE so you can illustrate for what or who the invoice is intended, a MESSAGE to add additional notes or details about the invoice, when the invoice is due and also when you’d like the invoice to be sent to its recipient(s) -- which is set up under the “Customer” section of the invoice form.

In the “Items” section of the form, enter the name of the item included in the invoice. Note, this item doesn’t necessarily need to be a tangible product: the item “name” could be a service that you are charging your customer(s).

Enter in the quantity in the field to the left of the PRICE field along with the price, discounts, and taxes, if any apply.

To add a billing address to the invoice, activate the Billing address dropdown above the save button and then Save the invoice once completed.

Invoice Settings

Along with the feature to create invoices, located in the + symbol under Invoices are the Invoice Settings where you can update the logo that appears on the invoice, details about the business location, or add your API key to generate the invoice on your webpage. You can make certain fields for your customers to fill out on the invoice required or leave them open. Utilizing the invoice settings isn’t mandatory, but it allows you to personalize your invoices to your business.

These settings will appear on the invoices that you send out to your customers and you can modify and change them at any time you see fit.