The invoice page

The invoice page shows one invoice in full. You will be able to read its lines, tax and payments, finalise an open invoice and record a payment.

Before you start #

You need the owner, manager or advisor role. Open an invoice by choosing its number on the Invoices list.

Steps #

1. Open an invoice. The heading reads "Invoice" followed by its number, with a badge for the status: Open, Paid, Void or Draft. "Back" returns to the list.
2. Read the summary: Customer (a link), Issued, Due, Subtotal, Tax, Total, "Paid so far", Balance and Currency. Notes show below it when the invoice has them.
3. Read the Lines table: Kind (Labour, Part, Tow, Storage, Fee, Sublet or Other), Description, Qty, Unit price, Taxable and Total.
4. Read "Tax by rate": Tax, Rate, Taxable amount and the tax for each rate. Before the tax is worked out the table says "No tax has been worked out yet."
5. On an open invoice, choose "Work out tax and finalise". It works out the tax by rate and fixes the currency. The page says "Finalised. The total is" with the amount. Choosing it again changes nothing and the page says "This invoice was already finalised."
6. Read the Payments table: Received, Method, Reference and Amount. With none, it says "No payments yet."
7. To record a payment on an open invoice with a balance, use "Record a payment": choose the Method (Card, Cash, Cheque, Bank transfer or Other), enter the Amount, add a Reference if you have one (up to 80 characters) and choose "Record a payment". The page says "The payment is recorded." and the totals update.

Good to know #

• The Amount field shows the balance as a hint. An amount above the balance is refused with "That is more than the balance." and an amount of zero with "Enter an amount above zero."
• Recording a payment notes money you already received. No card is charged.

If something goes wrong #

• A message appears above the lines after a button press: read it, then press the button again.
• The payment form is missing: the invoice is paid, void or has no balance.