Invoices General

General tab displays pertinent information about a specific invoice like invoice number, Reference number, Invoice Status etc.

Invoice Comments

Invoice Description

Category

Categorization of invoice using category codes

Invoice Number

The application assigns unique number to the invoice at the time of its creation

Reference Number

The company monitors reference number payments made to your payment transfer account

Invoice Rollup

Rollup setting for the present invoice

Min. Bill Settings

From the Select Minimum Billing select box, select appropriate 'Minimum Billing' type, that can be either in Minutes or Currency mode.

In Currency mode, a minimum amount is set in currency and the total currency of all the billable actual and manual expense log records are compared with minimum currency. If the total currency is less than minimum currency then, a detail record with shortage currency details is added to respective line item in Line Items tab.

In Minutes mode, a minimum time is set in minutes and the total minutes of all the billable actual and manual time log records are compared with minimum minutes. If the total minutes are less than minimum minutes then, a detail record with shortage minutes details is added to respective line item in Line Items tab.

Rel. Case/ Contract

Case and Contract details related to present invoice

Invoice Type

Type of invoice (for instance, time and material billing etc.)

Invoice Status

Status code of the invoice

Owner/ Queue

Name of the owner and queue, who generates the invoice

Invoice Date

Date on which the invoice is generated

Last Update Date

Last date when the invoice is updated

Currency

Type of currency specified in the invoice

General

Various Tabs:

Required Fields