Reports - Invoices

Invoice Status

• Generated Invoices – This searches 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 the invoice in the .pdf file format.

No.

The invoice number.

Date

The invoice generation date.

Customer

The customer this invoice belongs to.

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 descriptions of invoice payment statuses can be found in the PortaBilling Administrator Guide.

Void

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

Sometimes, 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