Invoice Profile
The Invoice Profile displays details about a purchase that was made in netFORUM. Several actions can be performed from the Invoice Profile page, such as adding a payment and voiding the invoice.
Invoice Profile Information
The Invoice Profile displays the following information:
| Field | Description |
|---|---|
| customer | Displays the name of the customer receiving the Invoice. |
| bill to customer | Displays the name of the customer responsible for paying the Invoice. |
| invoice number | Displays the number assigned to the Invoice when it was created. |
| invoice batch | Displays the batch number assigned to the Invoice. |
| transaction date | Displays the date assigned to the Invoice. |
| invoice terms | Displays the specified conditions of payment for an invoice. |
| source code | Displays the user-entered source code. |
| proforma? | Displays whether the invoice is proforma, |
| invoice total | Displays the total amount of payment due. |
| confirmations | Displays whether e-mail or fax confirmation of the Invoice has been sent. |
| group items? | Displays whether items on the Invoice have been grouped for reporting. |
| opportunity | Displays the user-entered opportunity code. |
| order code | Displays the order code assigned to the Invoice. |
| po number | Displays the PO number assigned to the Invoice. |
| collection status | Displays the user-entered collection status. |
| media code | Displays the user-entered media code. |
| batch closed? | Displays the status of the batch which includes the Invoice. |
| balance | Displays the current balance due on the Invoice. |
| group description | Displays user-entered group description. This field does not appear on the Invoice Profile if the field is left blank on the Invoice. |
| billing address | Displays the billing address of the bill to customer. |
Invoice Profile Actions
The following actions can be performed from the Invoice Profile:
- Edit detail
- Return/cancel
- Void invoice
- Add payment
- Add claim
- Add line item
- List invoice details
- Find invoice details
- Installment payments
.
Invoice Profile Child Forms
The child forms section of the Invoice Profile is divided into several tabs. Each tab contains child forms with information related to the Invoice.
The following tabs are available:
- Details
- Payments
- Fulfillment
- Subscription Terms
- Return/Cancel
- Log
Details Tab
Use the Details tab to view information about items which appear on, or apply to, the Invoice. The Details tab has 6 child forms:
- Line Items
- Discounts
- Tax
- Shipping
- Gl Accounts
- Adjusted/Voided Line Items
Payments Tab
Use the Payments tab to view information about payments which have been applied to the invoice. The Payments tab has three child forms: Payments, Writeoffs, and Voided/Adjusted Payments.
Fulfillment Tab
Use the Fulfillment tab to view information about the fulfillment of the invoice. The Fulfillment tab has three child forms: Fulfillment, Claims, and Issues Fulfilled.
Subscription Terms Tab
Use the Subscription Terms tab to view information about subscriptions held by the customer. The Subscription Terms tab has one child form: Subscription Terms.
Return/Cancel Tab
Use the Return/Cancel tab to view information about product returns, credits, and other transactions which have been applied to the invoice. The Return/Cancel tab has three child forms: Returns, Credit, and Misc. Transactions.
Log Tab
Use the Log tab to view information about changes made to items on the invoice. The Log tab has two child forms: Adjusted/Voided Line Items and Audit Trail.