Invoices Tab

Use the Invoices tab to view selected invoices. You can modify the date range and the status of invoices to include in the view. Double-click a line on the grid to view the original item.

This field displays the number of the selected invoice or credit note.

This field displays the invoice creation date.

This field displays the payment due date.

This field displays payment due date to qualify for an early payment discount.

This field displays the currency for the transaction.

This field displays the base currency of the domain in which the invoice was created.

This field indicates if the invoice is still open.

These field displays the original invoice amount in base and transaction currencies.

These fields displays the open (unpaid) invoice amount.

This field displays the invoice type: invoice, invoice correction, credit note, credit note correction, finance charge.

If the invoice was adjusted using open item adjustment, this field displays the description recorded in Open Item Adjustment Create (25.13.5) or Open Item Adjustment Modify (25.13.3).

See Open Item Adjustment for more information.

This field displays the number of days overdue, calculated by subtracting the due date from today’s date.

This field displays the number of weeks overdue, calculated by subtracting the due date from today’s date and dividing by seven. By grouping the data in the grid by the number of weeks overdue and by adding a summary of type Sum on the TC Open Amount column, you can create an aging overview of the invoices.

This field displays the invoice status code assigned to the open item.

This field displays the date when payment is expected to be received. The expected payment date is used in cash flow reporting. This date defaults to the due date when the invoice is created. If you manually change the due date to a date later than the expected payment date, this date is automatically updated.

This field displays the week number of the expected payment date in the year.

This field displays the customer shipper ID, legal document ID, or Golden Tax invoice number. This field is hidden by default.

The Customer Activity Dashboard includes the ability to drill-down to view the detailed invoice and payment records associated with the summaries displayed in the Invoices and Payments tabs. You can view read-only information for invoices, credit notes, and payments.

When you double-click on the invoice summary line shown in Customer Activity Dashboard, Invoices Tab, the system displays the corresponding customer invoice in read-only format.