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.
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. |
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 | Any message from the merchant included with 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
|
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. |
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 in the page. Note that these sections will be updated if related information in the Items Form is edited by you or the merchant.
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. |
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 duplicate 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 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:
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.