Client Invoice Details Portlet
The Client Invoice Details portlet lets you view the invoices associated to the project.
The system groups the invoices into the following categories:
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Pending – This section shows the accumulated amount of the Amount Due field value for all unpaid and partially paid invoices.
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Paid – This section shows the total amount of payment received for fully paid and partially paid invoices.
Invoices with partial payments are split into Paid and Pending sections with their corresponding amount.
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Unbilled Charges – This section shows all charges that are yet to be billed to a customer. The Unbilled Charges subtab is shown on the portlet only when the Charge-Based Billing feature is enabled and when the project billing type is charge-based.
The following screenshot shows the Client Invoice Details portlet with different sections of invoices related to a project:
The Total Pending, Total Paid, and Total Unbilled Charges sections display the sum of the pending invoices, paid invoices, and unbilled charges respectively.
By default, invoices are sorted by due date with the oldest date displaying at the top. The following columns are shown for every invoice sections:
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Invoice # – This column shows the invoice number with the link that takes you to the invoice record.
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Invoice Date – This column shows when the invoice was created.
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Due Date – This column shows when the invoice is due to be paid.
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Overdue – This column in the Pending section shows two types of calculated number of days:
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When the value is green and negative, it shows the remaining days before the invoice becomes overdue.
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When the value is red and positive, it shows the number of days the invoice is overdue.
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Invoice Amount – This column shows the amount that is due to be paid.