General
GeneralSee also: Information, Billing Address, Invoice Header, Error Log, Alerts
General tab displays information pertinent to specific invoice like invoice number, Reference number, Invoice Status etc.
Invoice Description
Categorization of invoice using category codes
The application assigns unique number to the invoice at the time of its creation
The company monitors reference number payments made to your payment transfer account
Rollup setting for the present invoice
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.
Case and Contract details related to present invoice
Type of invoice (for instance, time and material billing etc.)
Status code of the invoice
Name of the owner and queue, who generates the invoice
Date on which the invoice is generated
Last date when the invoice is updated
Type of currency specified in the invoice