Invoices

Overview

The Invoices tab in the Customer Analysis module is a repository for your customer's invoice, and invoice-related information. The Invoices tab:

• provides a broad view of the customer's invoice and payment history, so you can more thoroughly review the overall relationship your company has with the customer.

• enables you to perform collection activities for all open invoices for the customer, not just for invoices that currently have an action item in your work queue.

From the Invoices feature you can:

• view invoice details, including line item and payment details if this information is being sent through the interface.

• perform collection activities, such as creating new actions items, adding promises, submitting disputes, and reassigning invoices.

• generate correspondence for up to 200 invoices for a customer.

• add and edit up to 200 promises for batch processing.

• add and edit up to 200 disputes for batch processing.

• generate a statement of account report that includes all open invoices for the customer.

• add or view notes associated with invoices.

• select multiple invoices and add a note that is associated with all selected invoices.

• add or update business contact information at the invoice level.

• view internal contacts entered for the invoice through the Internal Contacts interface, and  

• update address information for the invoice.

• view the total amount due for several invoices by selecting the invoices and moving the mouse over the selections.

• view the total amount due for invoices displayed on each page and for invoice on all pages.

• sort invoice Amount Due and Invoice Amount fields using absolute order so that the invoice records with negative amounts (credit memos) are sorted by amount due or invoice amount without the negative sign. When sorting a column header the third click sorts in absolute order ascending and the forth click sorts in absolute order descending. The sort order you select persists until you log out.

• sort the screen by invoices that have promises or disputes by clicking on the Promise or Dispute icon for an invoice

Related topics

• Viewing Invoice Information

• Searching for Invoices

• Viewing Invoice Details

• Viewing the Total Amount Due for Selected  Invoices on the Invoices Screen

• Adding Action Items from the Invoices Screen

• Viewing Action Item History from the Invoices Screen

• Adding Multi-Payment Promises from the Invoices Screen

• Adding Single-Payment Promises from the Invoices Screen

• Adding Promises for Batch Processing from the Invoices Screen

• Adding Disputes for Batch Processing from the Invoices Screen