The Invoice Detail group item contains the standard group item links (Find, List, Query, Query Central with the exception of the basic Add functionality). To navigate to the Invoice Detail group item, click (or hover over) the Group Item Overflow menu and select Invoice Detail. Ledger Entries are added automatically as transactions are completed and batches are closed and posted (see Adding Records section below).
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Invoice Detail Group Item |
You may also use the Details tab and the line items child form on the Invoice Profile to navigate to a specific invoice's line item details.
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Click the go to arrow on the line items child form of an invoice to go to a specific invoice detail profile
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There are multiple ways to locate a record using the Find page (for detailed methods on how to locate records, see the Find page). The Find functionality is universal throughout netFORUM. The results will display in a List page, which is also universal throughout netFORUM.
The Invoice Detail information is stored in the database by the "columns" (fields) you selected during the Add Invoice process. Only a pre-defined set of columns pertaining to Invoice Details will be available to you on the Find - Invoice Detail page.
The Find page is setup with a pre-defined set of columns (fields) versus a Query which allows you to select from ANY column in the search Table.
There are FOUR (4) ways to navigate to the Invoice Detail Profile.
To go to the Invoice Detail Profile:
OR
In the example below, the search for Invoice Details will be on all products for the noted customer (Armbands).
The other two ways to navigate to the Invoice Detail Profile are from the Invoice Profile.
Navigating to the Invoice Detail Profile:
On the Invoice Detail Profile, the Linked Items tab displays the following:
The Payment Items tab displays cancellations and returns as well as payments.
The Fulfillment tab displays the shipping date(s) for the line item.
The Deferred Revenue tab displays all recognized and deferred revenue.
The Subscription Terms tab contains the subscription terms child form that displays the invoice number, start date, and end date for the subscription.
From the Invoice Detail Profile, you can void an invoice line item. For invoices with a significant number of line items, this allows you to see the invoice detail record and verify that you are voiding the correct item.
To Void a Line Item:
The Void Invoice icon opens the Edit - Void Invoice window with just one invoice line item.
From the Invoice Detail Profile, you can return or cancel an invoice line item.
To Return or Cancel an Invoice Line Item:
For those Organizations that have set-up the IP ranges owned by their organization to verify that electronic subscriptions are being purchased by individuals with a specific IP (or within that range), you may now select that range on the ip range child form on the Invoice Detail profile. You may also specify that range during purchase through COE. The steps are described in the Applying an IP Range to Downloadable Products topic.