Once you have saved an invoice in AffinityLive, you can view the details of it. An invoice has 3 main sections:
An invoice must have a contact linked to it, though notifying the contact from AffinityLive is optional.
In the example below, the invoice is against a job, and that job is against a company. When the invoice is created the "Bill to" field will automatically select the primary contact from the linked object - in this case it comes from the company. However, if you invoice for an issue, the "Bill to" contact will default to the issue contact.
To modify the "Bill to:" details you need to edit the contact. You can click through from the invoice to view the company or contact information in full.
The invoice above is linked to Saasu (an online accounting system). The "Saasu Linked" button is in place of a "Receive Payment" button, indicating that you cannot receive payment for this invoice in AffinityLive - you must handle the payments from Saasu. As part of the integration, the payment info will be pulled back to AffinityLive.
This section shows the raised and due date of the invoices, the staff manager (or owner) of the invoice and the reference - which is the object in AffinityLive that the invoice lives against. When payment is received against an invoice, the invoice manager will be notified by email.
You can also see who last modified the invoice.
The lower part of the View Invoice screen shows the line items that make up the invoice total.
The sub-total shows the invoice amount without tax. The Total field includes tax. You can also view the outstanding (unpaid) amount.
If any payment has been received against an invoice, you will see a receipt section with a link through to view the receipt.