Sales invoices - overview (AR40104S)
Use this inquiry to check up the status of invoices and to get an overview of them.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
The top part
- Status
The status of the sales invoices to be viewed.
To view all invoices regardless of their status, select View all (default).
- Customer class
- The customer class for whose customers’ invoices you want to view.
- Customer
The customer whose invoices you want to view.
Leave the field blank to view the invoices of all customers.
- Currency
- To view invoices in a certain currency, select a currency here.
- Type
The type of invoices you want to view.
If there is no selection, all types of invoices will be displayed.
- Show details
- To quickly see all unpaid documents for the invoices in your view, select the Show details check box, or click the link in the Documents column. The Summary view tab changes to the Details view and you can see all documents and their statuses.
- Overdue documents only
- Select Overdue documents only if you want to list only the documents that are overdue.
- Show closed, scheduled, and voided
- When this check box is selected, you also see closed, scheduled, and voided invoices in the table.
- From due date
- The due date of the invoices to be displayed in the table starts from this date.
- From cash discount date
- The cash discount date of the invoices to be displayed in the table starts from this date.
- From period
- The period to which the invoices to be displayed in the table belong starts from this period.
- From document date
- The document date of the invoices to be displayed in the table starts from this date.
- To due date
- The due date of the invoices to be displayed in the table ends to this date.
- To cash discount date
- The cash discount date of the invoices to be displayed in the table ends to this date.
- To period
- The period to which the invoices to be displayed in the table belong ends to this period.
- To document date
- The document date of the invoices to be displayed in the table ends to this date.
- Detail total
- The amount of the invoice details in total.
- VAT taxable total
- The amount of the invoice that is VAT taxable in total.
- VAT exempt total
- The amount of the invoice that is VAT exempt in total.
- VAT total
- The amount of VAT on the invoice in total.
- Balance
- The balance of the invoice.
- Rounding diff.
- The rounding difference on the invoice.
- Amount
- The amount of the invoice.
- Cash discount
- The amount of cash discount on the invoice.
The table
Table columns with the Show details option selected.
- Status
- The status of the invoice.
- Type
- The type of the invoice.
- Ref no.
- The unique ID of the document. You can click the link to view the details of the document in the Sales invoices (AR301000) window.
- Customer
- The number of the customer on the invoice.
- Customer name
- The name of the customer on the invoice.
- Currency
- The currency of the invoice.
- Detail total
- The amount of the invoice details in total.
- VAT amount
- The VAT amount on the invoice.
- Total incl. VAT
- The total amount of the invoice including VAT.
- Balance
- The balance of the invoice.
- Overdue amount
- The overdue amount of the invoice.
- Document date
- The document date of the documents on the invoice.
- Due date
- The due date of the documents on the invoice.
- Pay date
- The pay date of the invoice.
- Days overdue
- The number of days the invoice is overdue.
- Days before due
- The number of days before the invoice will be overdue.
- Printed
- When this check box is selected, the invoice has been printed.
- Do not print
- When this check box is selected, the invoice will not be printed.
- Emailed
- When this check box is selected, the invoice has been emailed.
- Do not email
- When this check box is selected, the invoice will not be emailed.
- Send to AutoInvoice
- When this check box is selected, the invoice will be sent to AutoInvoice.
- Sent to AutoInvoice
- When this check box is selected, the invoice has been sent to AutoInvoice.
- Sent date
- The date when the invoice was sent.
- AutoInvoice status
- The AutoInvoice status of the invoice.
- AutoInvoice delivery status
- The AutoInvoice delivery status of the invoice.
- AutoInvoice sent by
- The sender of the invoice to AutoInvoice.
- AutoInvoice error message
- Possible error message from AutoInvoice.
- AutoInvoice ID
- The AutoInvoice ID of the invoice.
- Sending method
- The method to be used to send the invoice to AutoInvoice.
- Balance (currency)
- The balance of the invoice in currency.
- Cash discount
- The amount of cash discount on the invoice.
- Cash discount date
- The cash discount date of the invoice.
- Detail total (currency)
- The amount of the invoice details in total in currency.
- E-invoice address
- The e-invoice address on the invoice.
- Overdue amount (currency)
- The overdue amount of the invoice in currency.
- Period
- The period to which the invoice has been posted.
- Rounding diff.
- The rounding difference on the invoice.
- Total incl. VAT (currency)
- The total amount of the invoice including VAT in currency.
- VAT exempt total
- The amount of the invoice that is VAT exempt in total.
- VAT taxable total
- The amount of VAT on the invoice in total.