Invoice Status

• Generated Invoices – This performs the search only within invoices that do not require an administrator’s review.
• Invoices Under Review – This redirects you to the Invoices Under Review page. On this page you can review the invoices before sending them to the customers. This way you can correct any errors before the customer receives the invoice.  

Invoice No.

This allows you to locate an invoice by its number. Type an invoice number into this field.

Customer

From / To

This filters invoices by time period.

Include Void Invoices

Select this check box to include voided invoices in your search results. Otherwise, leave it clear.

View

Click the   View icon to download invoice in the .pdf file format.

No.

The invoice number.

Date

The invoice generation date.

Customer

The customer this invoice belongs to.

Delivered to Customer

This indicates whether the invoice has been delivered to the customer.

• Not Delivered – The invoice has not been delivered to the customer and is open to changes – it can be recreated. Click the icon to lock the invoice against changes.
• Delivered – The invoice has been delivered to the customer and is now locked against changes. Click this icon to allow changes.

An invoice is considered delivered when the customer receives an email with the invoice attached, or clicks the  View icon in the Invoice section of the customer self-care interface.

Period

This shows the billing period start and end dates.

Period Total

This represents the current billing period’s charges.

Due date

This represents the date by which payment must be received.

Payments/Adjustments

This shows payments / adjustments made for the invoice.

Outstanding Balance

This represents the remaining amount the customer must pay to cover the current invoice in full.

Status

This shows the invoice payment status. Detailed description of invoice payment statuses can be found in the PortaBilling Administrator Guide.

Re-create

Click the Re-create icon to re-create the invoice. This will not affect any changes except layout attributes, customer and / or company info and .pdf file renewal. Invoice re-creation is useful when you have made some changes to a particular invoice template, or if certain customer or company attributes have been changed.

Void

Click the Void icon to void the invoice and create it anew.

It sometimes happens that the wrong invoice has been generated and delivered to the customer. A new invoice must be produced, but the old one must be kept for audit purposes. The void invoice operation marks the invoice as canceled (this will also be visible in the .pdf file), and then a new invoice is automatically produced