Invoice Details
What is this?
The full invoice document plus its live payment status, shown as both an editable admin view and a client-style preview (customer/company details, GST-style tax identifiers, line items, amount in words, payment progress, and linked transaction history).
How to open it
From the Invoice List, or from an Order's Invoices tab. Direct URL pattern: /invoice/view?invoice_id=NI-XXXXX.
How to use it
- Check the Status badge: confirmed statuses in this audit were Unpaid and Partially Paid.
- While Unpaid, the action bar offers Download PDF, Send Reminder, Mark Paid, and Send Receipt.
- Once Partially Paid, the action bar changes to Download PDF, Refund, Download Receipt, and Super Admin Override.
Fields and options
| Field/Option | What it does | Example | Important notes |
|---|---|---|---|
| Payment Progress | Percentage of the invoice paid so far | 48.78% | Verified accurate (Paid ÷ Grand Total) |
| Refund | Opens a refund form (Full or Partial) | Max $20.00 | Correctly capped to the amount actually paid, not the full invoice total |
| Super Admin Override | Emergency free-form edit of any invoice field, bypassing normal status locks | — | Use with caution. The banner states changes are "fully audited," but this audit could not confirm the audit log populates, since exercising it makes an irreversible logged change. Treat this as a break-glass tool, not a routine editing path, until your team has confirmed the audit trail works as described. |
What happens after a payment?
Recording a partial payment (via a linked Transaction) correctly moves the invoice from Unpaid to Partially Paid — it does not incorrectly jump to Paid. The Terms & Conditions text on the invoice preview updates automatically to state the remaining balance and due date.
Common problems
Problem: An invoice is Partially Paid and I need to collect the rest, but there's no "Record Payment" button anymore.
Why it happens: Confirmed in this audit — once Partially Paid, the standard action bar no longer offers a payment-recording action, and the New Transaction form's invoice picker did not return this invoice as a selectable option.
How to fix: This is an open item for your product/engineering team (see the QA report). Until resolved, check with your billing administrator for the currently-supported way to collect a remaining balance.