FLASH AR Invoice Overview

Modified on Thu, 16 Feb 2023 at 09:44 PM

You can view the billing history by generated invoices, individual payments, or pending line items.


 

View Invoices

This tab shows a list of invoices and the information below.


  • Status: Shows one of the payment statuses below.
  • Open (unpaid)
  • Late
  • Paid
  • Void
  • Partial Payment
  • Uncollectible


  • Invoice ID: System-generated invoice reference number.
  • Total: Total amount due per invoice.
  • Open Balance: Current Amount due per invoice
  • Date Sent: Invoice generation date
  • Closed: Invoice closed/voided date.
  • Description: An optional recorded note field when generating a manual one-time invoice will appear on the generated invoice.
  • Created by: Manually generated invoices include the username of the individual that generated the invoice.

 

 View Payments

 This tab shows all applied payments individually, and the information below.



  • Payment date: Transaction date.
  • Method: Payment method selected.
  • Ref #: Open field option with manual transaction recording.
  • Payment Amount: Payment amount.
  • Refund Amount: Refund amount, if applied.
  • Invoice Applied to: Optional field for manually generated one-time invoices.
  • Description: Optional field for manually generated one-time invoices.
  • Changed by: Manually recorded transactions list the username that applied the payment to the account.


View Pending Line Items

 

This tab shows upcoming charges submitted as a One Time Invoice and saved to the next recurring invoice.



  • Date Created: Invoice creation date.
  • Sale Date: The date of the next recurring invoice.
  • Description: Rate Code or Charge Type label.
  • Amount: Charge Amount.
  • Quantity: Number of fees applied.
  • Tax: Calculated percentage amount.
  • Total: Fee with tax amount.



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