Invoice Details

• Purpose

• What You Can View

• What You Can Do

The Invoice Details page is accessed by clicking on the Invoice # link from any page where it displays OR using the Quick Search feature at the top of the page.

Purpose

Allows you to view all details of the Invoice and perform some optional actions as defined further below on this page.

What You Can View

You can view the following:

• Summary section provides an at-a-glance view of the invoice details. If an invoice is ready-only it is indicated in this section in red text.

• Line Item details if provided for the invoice.

• Transactions section provides the payment details. Each payment made results in a transaction. An Invoice may have multiple transactions (i.e. payments). This section also includes Line Item data if applicable.

• Remaining Scheduled Payments if applicable for the invoice.

• Invoice Hierarchy if the invoice is associated to a parent invoice. For example, when processing residual payments and making a partial payment, the invoice goes to status 'Residual Closed' and the balance becomes '$0'. A new invoice is uploaded with the remaining balance and references the invoice that the residual payment was made against as the parent invoice. The completely hierarchy is displayed on this page if applicable for the invoice you are viewing.

What You Can Do

• If applicable, click pay invoice to access the Pay Invoices page and make a payment.

• Click export to generate a print-friendly version of the Invoice.

• Edit or Delete Scheduled Payments - If enabled and there are existing scheduled payments for the Invoice, there will be a Remaining Scheduled Payments section. Click edit or delete in that section if you need to edit or cancel scheduled payments.

• If enabled and the invoice is available, you will see view document option near the invoice number in the title area. If available you will also see send notification option that allows you to manually send either an email or print-to-mail notification to Buyer.

With regards to send notification, if you are using single sign-on feature and do not also maintain Buyer users in BillPay Portal, then you are unable to use this option to send an email notification as there is no email address stored in BillPay for the Buyer users.