Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Invoice page

The invoice page contains a set of fields used for displaying general data, as well as page tabs.

Common data

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

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.

Amount

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.

Payment

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

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

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

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.

The [Feed] tab

Feed messages related to the current invoice.

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