Use these fields and options to view all invoice, credit memo, and payment information by invoice section.
| Field | Description |
|---|
| Invoice number
|
The invoice number displays next to the dialog box title.
|
| Date
|
This column displays the invoice or credit memo date.
|
| Type
|
This column displays the type of entry: Billed, Credit, or Received.
|
| Credit Memo Reference
|
This column displays a credit memo reference number for rows where the entry type is Credit.
|
| Invoice Section
|
This column displays the section of the invoice where the entry is shown (for example,
Fee or
Labor).
|
| Tax Code
|
For an entry in the Tax invoice section, this column displays the tax code. (This column only displays if you have the Billing module.)
|
| Amount
|
This column displays the billed, paid, credit memo, or applied retainer amount.
|
| Tax Amount
|
For an entry in the Tax invoice section, this column displays the tax amount. (This column only displays if you have the Billing module.)
|
| Interest
|
The interest amount that displays depends on the entry type. For a Billed entry, it is the amount of interest that was charged on past due invoices. For a Credit entry, it is the amount of interest that was taken off of the invoice.
|
| Retainage
|
This column displays the retainage amount for the entry.
|
| Totals
|
Totals display below the grid for the
Amount and
Interest columns.
|
