View Invoice Details

Complete the following steps to view a list of invoices for a billing account or details about a specific invoice:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Invoices tab.

   

   Account Invoices Tab

5. Locate the invoice to view in the invoice list. Use the Filter button to narrow the list of invoices to specific criteria. You can filter by any of the following criteria:

   • Invoice Number

   • External Invoice Number

   • Occurred on Date (Invoice Date)

   • Due Date

   • Status

   • Disputed

   • Distribution Status

   Once a filter has been added, the filter name and value display above the results table. You can delete a filter by clicking the X next to the filter name or click Clear All to remove all filters that have been applied.

6. Select the desired invoice from the list to open an Invoice Details window, where you can find information about the following:

   

   Invoice Details Window

   • Bill To — Displays information about a billing account that is billed.

   • Invoice Summary — Displays the following information about the invoice details:

     • Invoice: The unique number of the invoice.

     • Status: Indicates the invoice status:

       • PROCESSING: The invoice is in an unapproved bill cycle run, unapproved bill batch run, or is an unapproved manual invoice that calculated tax.

       • OPEN: The invoice is not paid in full.

       • CLOSED: The invoice is paid in full.

       • DRAFT: A manual invoice was saved as a draft.

     • Disputed: Specifies whether an invoice is disputed.

     • Invoice Type: Indicates the invoice type:

       • Regular: Invoice created by a Bill Cycle Run.

       • Manual: Invoice created by reversing, reissuing, or manual invoice process.

       • On Demand: Invoice created by Bill on Demand.

       • Invoice On Order: Invoice created when an order is placed and the Invoice Order checkbox is selected.

     • Invoice SubType: Indicates the type of Manual invoice: Reverse, Reissue, Retax, or Adhoc. This information only applies for manual invoices.

     • Billing Period: Indicates the billing period of the invoice: Daily, Monthly, Quarterly, Yearly, Segmented-monthly. This information does not apply for manual invoices.

     • Invoice Date: The effective date of the invoice.

     • Due Date: The date the payment is due for the invoice.

     • Original Due Date: The due date of the invoice when it was originally generated.

     • Service Charges: The amount of charges for Subscriptions and Add-Ons covered by the billing period.

     • Activity Charges: Usage charges covered by the billing period.

     • Taxes and Fees: The amount of taxes and additional fees applied to this invoice.

     • Other Charges: The amount of charges for debit adjustments covered by the billing period.

     • Total Charges: The amount of service, activity, and other charges, including taxes and fees.

     • Total Due: The total due amount that should be paid. This amount includes payments and credit adjustments applied to the invoice.

     • Detail tabs:

       • Items: Lists all invoice items that are billed. Includes item number, account, customer number, service, description, item type, and total charge. Select an invoice item to view additional information about the item. Refer to View Invoice Items Details and Relationships for more information about details how to view relationships to other charges or invoices.

       • Payments: Displays payments applied to this invoice. You can see the details about the invoice payments by clicking the desired one from the list. Refer to Apply Payment for more information on applying a payment to a manual invoice.

       • Adjustments: Displays credit adjustments applied to this invoice. You can see details about the adjustment by clicking the desired one from the list. Refer to Account Adjustments for more information on applying a adjustments to an invoice.

       • Content: Any PDF content generated for this invoice. Refer to View Invoice PDF for more information.

       • History: History of changes to the invoice.