Invoice Details

You can view the details of an Invoice by clicking on the respective invoice in the Invoice Listing page. You will be able to view the details of the Invoice through the Tabs i.e. General, Details, and Address. You will also be able to view all the updates on the corresponding Invoice through the Feed tab.

Edit: You can edit the invoice detail by clicking on the   link.

General: Information about the invoice such as Assigned To, Deal Name, Contact Name, Account Name, Quote Name, Carrier, Sales Stage, Due Date and Comments is displayed under the General category.

Action: You can Copy, Edit and Print the invoice by clicking on the action drop down.

Comments: You can put your Comments in the Comment field.

The Details tab includes information on Invoice such as Product Name, Qty, Unit Rate, Sales Rate, Tax%, Tax and Total. It also displays the Grand Total obtained after applying Discount, Tax and Adjustments.

The Address tab displays the details of the Billing Address and Shipping Address for the Invoice.

Recurrence:  Choose a recurrence type (Daily, Weekly, Monthly, or Yearly), set the repetition interval and end date (by occurrences, date, or no end), and select a recipient (Accounts or Contacts) with an optional pre-reminder.