Displaying Invoice Details

You can display invoice details by using the Invoice view.

To display invoice details

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field.

   All details for the selected invoice appear in the main pane, which includes line item, payment, and value reconciliation information. For more information, see the following:

   • Viewing Line Item Information for an Invoice

   • Viewing Payment Information for an Invoice

   • Viewing Value Reconciliation Information for an Account

   From the Invoices view, you can do the following to complete a sales order:

   • Tap Deliver to update the inventory details on the order and change the status of the invoice to Delivered. For more information, see Recording Invoice Delivery.

   • Tap Pay to initiate payment collection for the invoice. For more information, see Collecting Invoice Payments.

   • Tap Sign to capture a signature for the invoice. For more information, see Capturing Signatures for Invoices.

   • Tap Cancel to cancel the invoice. When you cancel an invoice, the value in the Status field changes to Cancelled.

   • Tap Print Preview to preview and print the invoice. For more information, see Printing Invoices.