Invoices

      Invoices


        Article summary

        If Credit Management module is purchased, this menu will be displayed. This overview lists all invoices.

        Overview

        This overview contains the following information:

        Invoice date: The invoice date
        Website: The URL of the website.
        ✅​ Invoice number: The invoice number
        ✅​ Amount: The original invoiced amount
        ✅​ Open: The the outstanding amount
        ✅​ Debtor: The name of the Debtor
        Status: The status of the Invoice

        By clicking on a specific invoice, the corresponding details can be viewed. This page includes several tabs, each of which is specified below.

        Invoice

        Under ‘Invoice’, you’ll find the current invoice status. From here, you can click to view the merchant information, the debtor, and the Credit Management scheme.

        Payments

        Under ‘Payments’, you’ll find an overview of all payments and refunds for this invoice. This overview contains the following information:

        Insert date: The date of the transaction
        Description: The description of the transaction
        Amount: The amount and currency of the transaction
        Transaction type: The type of transaction
        Status: The status of the transaction

        From here, you can click straight to the specific transaction.

        Statuslog

        Under ‘Status log’, you’ll find an overview of all the status changes of the invoice.

        Communication

        Under ‘Communication’, you’ll find all communication with regard to the invoice. Click on a communication to see its content.

        Credit notes

        Under ‘Credit notes’, you’ll find an overview of all submitted credit notes. This overview contains the following information:

        Date of creation: The date of the credit note
        Invoice key: The unique key of the invoice
        Invoice number: The invoice number of the credit note. This number has to differ from the original invoice number
        Description: The description of the credit note
        Amount: The amount of the credit note
        VAT: The VAT amount

        Gateway requests

        Under ‘Gateway requests’, you’ll find all API requests. Click on the request to see its details.

        Pushes

        Under 'Pushes,' you'll find all push messages regarding the invoice. Click on the message to see the entire push message.

        Credit Management report

        Under ‘Credit Management Report’, you’ll find a financial summary of the invoices.

        Available actions

        Add to comparison list: With this option it is possible to add the currect report to the comparison. When there are more than two reports in the comparison list, it will be possible to compare the added reports.


        Available filters

        Invoice date: With this option the report can be filtered by the selected 'From' and 'To' date.
        Website: With this option the report can be filtered by the selected website(s). It is possible to select multiple websites.
        Scheme: With this option the report can be filtered by the selected scheme(s). It is possible to select multiple schemes.



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