The invoice page contains a set of fields used for displaying general data, as well as page tabs.
General information about the invoice.
| Number | The invoice number. Creatio automatically generates numbers in accordance with a specified pattern. This is a non-editable field. Use the “Invoice number mask” system setting to customize automatic numbering of invoices. |
| Date | The date an invoice is issued to the customer. |
| Owner | Creatiouser responsible for working with the invoice. |
| Order | Number of the order for which the invoice is created. |
The [General information] tab contains information about the customer, supplier, system objects connected to the invoice, as well as amount of invoice and its payment conditions.
| Client | A company or a contact to whom the invoice has been issued. |
| Contact | |
| Customer details | Banking details of the customer to whom the invoice has been issued. The options available in this field for the selected company are drawn from the [Banking details] detail of the account page. If the selected company has only one record on this detail, the [Banking details] field will be automatically populated with that data. The field becomes available if the customer account is selected on the invoice page. |
| Supplier | A company that issued the invoice. |
| Supplier details | Banking details of the company that issued the invoice. The options available in this field for the selected company are drawn from the [Banking details] detail of the account page. If the selected company has only one record on this detail, the [Banking details] field will be automatically populated with that data. The field becomes available if the customer account is selected on the invoice page. |
Information about the total price of goods and services included in the invoice. The amount can be specified in any currency.
Note
More information about working with currencies is available in a separate article.
Invoice payment details.
| Payment status | The invoice payment status, for example, “Paid” or “Partially paid”. The information in this field can be used both for monitoring payments and for creating analytical reports. |
| Paid on | Planned (for the issued) or actual (for the paid) payment date by invoice. |
| Payment amount | The amount paid against invoice. The value is specified in the invoice currency. |
| Payment amount, base currency | The amount paid by invoice. The value is specified in the base currency. This field is non-editable. Its value is calculated based on the exchange rate specified in the invoice. |
Connected to
This group of fields displays Creatio objects connected to the invoice.
| Opportunity | The name of the sales opportunity that is the source of the invoice. When an opportunity is selected, the [Customer] field will be populated with the customer’s account or contact record. |
| Contract | Contract connected to the invoice. |
| Project | The invoiced project. Once a project is selected, the customer fields are populated automatically based on customer information in the selected project. |
Reminders
Here you can create a reminder about the invoice. The reminder will be displayed on the communication panel when the specified point in time is reached.
| Remind owner | The checkbox indicates that Creatio will remind the owner about the invoice. |
| Remind on | Date and time of the reminder. |
The [Products] tab contains the list of products and services included in the invoice. Here you can save information about product quantity, price and discounts. The tab functionality is identical to the [Documents], [Invoices], and [Orders] sections.
To add or modify a record on the tab, use the page that is identical to the order product page.
In addition to standard commands, the tab toolbar contains the [Product selection] button. When you click the button, the special product selection page opens. The page is used to quickly find needed items and add them to the invoice.
Note
The invoice product page is identical to the document product page. The document product page and the product selection page are both described in the [Documents] section.
See also
•Product selection page in an invoice
The [Approvals] tab is designed to keep record of the electronic approvals of the invoices. Working with approvals is covered in a separate article.
The [History] tab contains Creatio records connected to the invoice.
Activities
Tasks that are connected to the current invoice. This detail displays information from the [Activities] section. To connect an activity to an invoice, populate the [Invoice] field of an activity page.
The [Attachments and notes] tab
Detailed information about the invoice including attachments and links to web resources. Read more >>>
Attachments
Use this detail to store files and links. For example, you can add accompanying documents or useful links on this detail.
Notes
The detail is used to store additional text information. You can edit and organize notes on the detail. If you switch to another tab of the invoice page, the information on the [Notes] detail will be saved.
Feed messages related to the current invoice.
