The invoice detail page is the working surface for one invoice — line items, totals, dates, and the actions that move it through its lifecycle.
Layout
- Header — invoice number, current status, balance due.
- Line items — each line with description, quantity, unit price, and line total.
- Totals — subtotal, tax, total, and balance.
- Dates — issue date, due date.
- Related records — contact, account, job, originating estimate.
- Documents — attachments specific to this invoice (signed copies, PO references).
- Payment history — every payment recorded against this invoice.
Common tasks
- Edit line items — add, remove, or change quantities and prices while the invoice is in draft.
- Send the invoice when it's ready. Status moves to Sent and the contact gets a notification.
- Mark paid when payment lands. Partial payments move it to Partial until the balance hits zero.
- Download PDF for record-keeping or for a customer who wants it in writing.
- Void to cancel a sent invoice that won't be collected. Voided invoices stay on the record for audit; they just don't count toward revenue.
Tip
Keep the originating estimate linked. Reporting can then see how often estimates convert to invoices and how the totals compare.