FLASH AR Invoice Overview

You can view the billing history by generated invoices, individual payments, or pending line items.

View Invoices

This tab shows a list of invoices and the information below.

• Status: Shows one of the payment statuses below.

• Invoice ID: System-generated invoice reference number.
• Total: Total amount due per invoice.
• Open Balance: Current Amount due per invoice
• Date Sent: Invoice generation date
  
• Closed: Invoice closed/voided date.
• Description: An optional recorded note field when generating a manual one-time invoice will appear on the generated invoice.
• Created by: Manually generated invoices include the username of the individual that generated the invoice.

 View Payments

 This tab shows all applied payments individually, and the information below.

• Payment date: Transaction date.
• Method: Payment method selected.
• Ref #: Open field option with manual transaction recording.
• Payment Amount: Payment amount.
• Refund Amount: Refund amount, if applied.
• Invoice Applied to: Optional field for manually generated one-time invoices.
• Description: Optional field for manually generated one-time invoices.
• Changed by: Manually recorded transactions list the username that applied the payment to the account.

View Pending Line Items

This tab shows upcoming charges submitted as a One Time Invoice and saved to the next recurring invoice.

• Date Created: Invoice creation date.
• Sale Date: The date of the next recurring invoice.
• Description: Rate Code or Charge Type label.
• Amount: Charge Amount.
• Quantity: Number of fees applied.
• Tax: Calculated percentage amount.
• Total: Fee with tax amount.