Viewing invoice summary

Viewing repair invoice summary

This page allows you to view the summary of a repair invoice. Apart from the repair invoice details, you can also view the details of the payments that have been received from the customer and the adjustments made against the debit documents that are already available. The receipt details and adjustments will be available for viewing if payments have been received from the customer or if the invoice has been adjusted manually against earlier debit documents. You can also view details like the total amount received, the total amount adjusted subsequent to the payments received and the amount that is unpaid till date.

Select the “Invoice Summary” link at the bottom of the page.

The “Invoice Summary” page appears.

The system displays the following:

Invoice #	The number identifying the repair invoice.
Invoice Date	The date on which the invoice was created.
Status	The status of the invoice.

The system displays the following in the “Invoice Information” multiline:

Part / T/C/D	Indicates whether the invoice amount is for “Part”, “Tax”, “Charge” or “Discount”. Each of these would be available in different rows based on the invoice created.
Amount	The invoice amount for the “Part”, “Tax”, “Charge” or “Discount” in the transaction currency.
Base Amount	The amount invoiced for the “Part”, “Tax”, Charge” or “Discount” in the base currency of the company.

The system displays the following:

Currency	The code identifying the currency in which the invoice has been created.
Total Invoice Amount	The total amount for which the invoice has been created.
Total Receipt Amount	The total amount received from the customer towards the settlement of the invoice.
Total Adjusted Amount	The total amount that has been adjusted till date.
Total Outstanding Amount	The total amount that is yet to be paid.

The system displays the following in the “Receipt Information” multiline:

Receipt Mode	The method in which the payment was received.
Receipt Amount	The amount that was received from the customer.
Instrument #	The number identifying the instrument vide which the payment was received.
Instrument Date	The date on which the instrument was raised.
Currency	The currency in which the instrument was issued.
Instrument Amount	The amount for which the instrument is created.
Receipt #	The number identifying the receipt that was created for the received instrument.
Bank / Cash / PTT #	The code identifying the bank, cash or PTT account code in which the receipt has been accounted.
Finance Book	The code identifying the finance book in which the invoice and receipt details have been posted.
Collection Point	The code identifying the organization unit in which the payment has been collected.

The system displays the following in the “Adjustment Information” multiline:

Voucher #	The number identifying the adjustment voucher.
Voucher Date	The date on which the adjustment voucher was raised.
Adjustment Amount	The amount that has been adjusted.
Currency	The currency of the adjustment voucher.
Ref. Doc #	The number identifying the reference document based on which the adjustment voucher has been raised.
Ref. Document Type	The type of reference document against which the adjustment has been made.
Finance Book	The code identifying the book in which the adjustment details have been posted.
Invoicing Point	The code identifying the organization unit in which the invoice has been created.
Adjustment Point	The code identifying organization unit in which the adjustment has been made.