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Home > User Documentation > Account Management > Statements and Invoices > Invoices Screen

Invoices Screen

Overview

The Invoices screen displays a summary of all invoices for the account. An invoice is a type of transaction and has multiple line items that make up the transaction (e.g. taxes). You can dive deeper to see individual invoice details by clicking a specific invoice number. Within the Invoice Details screen, you can change an invoice's posting status or change a custom invoice status.

Invoices can also be generated immediately or in a "pending" status from the Invoices screen.

Invoices Screen

Getting Here: Click Accounts > search for an account > Statements & Invoices > Invoices tab

The screenshot below highlights important elements of this screen, followed by a description of each.

new invoices screenv3.png

Generate Invoice – Quickly generate a new invoice if the account is in a billable state.

Note: Only one invoice may be created for any account at a time. No other invoice can be applied to the account until the current pending invoice is approved.

View Invoice Details – Click a specific invoice to view details for that invoice (shown below). From the Invoice Details screen, you can also change an invoice's posting status or change a custom invoice status.

 


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Last modified
14:34, 1 Sep 2015

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