Contact Profile: Account & Invoice Tab
The Account & Invoice tab on a contact profile lists all invoices and payments that make up their account balance. Invoices and payments posted are listed as separate entries. This tab also stores all historical payment information posted to the account.
- (1)
: Used to expand (or collapse) to quickly view the items included on the invoice. - (2)
: Select to print or pdf, email, edit, or reverse/delete an invoice - (3) Date: Invoice date
- (4) Number: Invoice number
- (5) Total: Invoice total
- (6) Type: Invoice sale type (Reorder, Guest Checkout, Direct Ship, Web, PC Program, Facial, Double Facial, Class, On The Go, Shows, Misc, Seasonal, Personal Use, or Business Supplies)
- (7) Memo: Information added from the Memo field on the invoice or Credit Receivables form
- (8)
: Select from the drop-down options listed to create a new invoice or historical invoice. - (9)
: Create a new invoice - (10)
: Reverse/delete the selected invoice - (11)
: Edit the selected invoice. - (12)
: Preview to print, view or export the selected invoice.
- (13) Show all transactions: If selected, all invoices and payments will appear, including those that have been cleared (or posted to a specific invoice).
- (14) Date: Invoice or payment date
- (15) Invoice: Invoice number
- (16) Invoice Amount: Total from the invoice
- (17) Payment Amount: Lists each applied payment
- (18) Submitted Charge: If No, the payment has not been marked as received in Credit Receivables. If Yes, the payment has already been processed through your personal website and Approved Credit Card was selected for the Payment Type, or Received Payment has been marked in Credit Receivables (applies to credit card transactions only)
- (19) Auth Code: If the payment was processed through Boulevard it will display the authorization code from the payment processor.
- (20) Reference: Displays the information entered into the Memo or Check# from the payment form.
- (21) : Add a payment to the account.
- (22) : Add a payment to the account.
- (23) : Used to reverse/delete the selected payment if it was applied outside of the invoice.
- (24) : Edit the selected payment.
- (25) : Select to print the Account Balance Transactions report for the contact.