Invoice details tab

View the invoice details tab by clicking an invoice number on the Invoices tab.

Summary

The Summary section is displayed by default in the Invoice details tab.

Field	Description
Price	The price at the header and line levels before any discounts, charges, or taxes have been applied to it.
Discount	Any Discount at the header and line levels. Click the link under the `Header` level row to view the order charges and select the link under `Line` level to view the line charges.
Charges	Any additional charges at the header and line levels. Click the link under the `Header` level row to view the order charges and select the link under `Line` level to view the line charges.
Taxes	Any additional taxes at the header and line levels. Click the link under the `Header` level row to view the order taxes and select the link under `Line` level to view the line taxes.
Totals	The total of Price, Discount, Charges, and Taxes at the header and line levels.

The Line summary section is displayed by default in the Invoice details tab.

Field	Description
Line #	The line number.
Item ID	The item ID.
PC	The item classification such as first quality, second quality, or finished good.
Quantity	The quantity of the line item.
Unit price	The price of the line item.
Extended price	The extended price represents the total of quantity multiplied by the unit price.
Discount	The discount price applied to the associated line.
Charges	The total charges applied the associated line.
Taxes	The total taxes applied to the order line.
Line total	The total cost of the order line after any additional charges, taxes, and discounts have been applied.

The Balance section is displayed by default in the Invoice details tab.

Field	Description
Invoiced	The total amount of the invoice.
Collected	The amount that has currently been paid towards the invoice.
Collected through AR	The amount paid towards the invoice through accounts receivable, if applicable.
Balance	The amount remaining to be collected.

The Discount details modal is displayed by clicking a discount value from the Summary or Line summary tables.

Field	Description
Charge category	The name of the charge category.
Charge name	The name of the charge name.
Charge amount	The amount of the charge that is applied to the header level.

The Charges details modal is displayed by clicking a charge value from the Summary or Line summary tables.

Field	Description
Charge category	The name of the charge category.
Charge name	The name of the charge name.
Charge amount	The amount of the charge that is applied to the header level.

The Taxes details modal is displayed by clicking a tax value from the Summary or Line summary tables.

Field	Description
Apply to price	Select Apply To Price to create a tax that applies to the unit price of the line Note: A line tax can be applied to either a charge or the price. If you select Apply To Price, charges are not accessible.
Charge category	The charge category with which the tax is associated. Important: An order header level tax must be associated with a charge, otherwise it is calculated as 0. Note: An order header level tax cannot be applied to a price value.
Charge name	The charge name with which the tax is associated. Important: An order header level tax must be associated with a charge, otherwise it is calculated as 0. Note: An order header level tax cannot be applied to a price value.
Charge amount	The charge amount that is taxed.
Tax name	The name of the tax. For example, International Tax.
Tax percentage	The percentage of tax that is applied to the header price.
Tax amount	The amount of the tax that is applied to the header level.

The Collected details modal is displayed by clicking the collected value from the Balance table.

Field	Description
Amount collected	The amount of invoice collected.
References	The reference information for the payments made by the customer.