Learn how to read and navigate the invoice detail page, including line items, payment history, and downloadable files.
From the invoice list, find the invoice you want to examine and click the View button on the right side of that row.
| Invoice # | Due Date | Status | Total | Actions | |
|---|---|---|---|---|---|
| INV-2024-0215 | 03/15/2025 | Paid | $1,250.00 | View | |
| INV-2024-0198 | 02/28/2025 | Unpaid | $3,450.00 | View | |
| INV-2024-0176 | 01/15/2025 | Unpaid | $875.00 | View |
The invoice detail page opens with the invoice number in the header along with action buttons. Below the header, you will find three tabs: Summary, Payments, and Files.
Due Date: February 28, 2025 • Unpaid
The Summary tab shows all the key information about the invoice: billing and shipping addresses, line items, and the totals breakdown with a Make Payment button.
Acme Construction LLC
1234 Industrial Blvd, Suite 200
Austin, TX 78701
United States
Acme Construction LLC
5678 Warehouse Dr
Round Rock, TX 78664
United States
| Description | Qty | Unit Price | Total |
|---|---|---|---|
| 3/4" Copper Pipe - 10ft | 50 | $42.00 | $2,100.00 |
| PVC Elbow Fitting - 1" | 200 | $3.75 | $750.00 |
| Teflon Tape - Standard Roll | 100 | $2.50 | $250.00 |
Click the Payments tab to see a history of all payments made toward this invoice. Each entry shows the date, amount, transaction ID, payment method, and status.
| Date | Amount | Transaction ID | Method | Status |
|---|---|---|---|---|
| 02/15/2025 | $1,000.00 | TXN-2024-78501 | Visa ending in 4242 | Completed |
| 03/01/2025 | $500.00 | TXN-2024-78520 | ACH - First National | Processing |
Click the Files tab to view any downloadable attachments associated with the invoice. This may include the original invoice PDF, packing slips, proof of delivery, or other supporting documents. Click a filename to download it to your device.
To download a PDF copy of the invoice, click the Download PDF button in the top-right corner of the invoice detail header. You can also use your browser's built-in print function (Ctrl+P or Cmd+P) to print the page directly.