Agreement Invoice Tab

The Invoice tab on an agreement lists every invoice generated for that agreement. Use it to review billing history, check payment status, and open individual invoices for editing.

Invoice list columns

Column	What it shows
Invoice Nbr	The invoice number. Select it to open the full invoice.
Date	The invoice date.
Amount	The invoice total.
Status	The billing status of the invoice.
Type	The invoice type: Agreement, Credit Memo, Down Payment, Miscellaneous, Progress, or Standard.
Month	The month tied to the agreement’s billing cycle.
Year	The year tied to the agreement’s billing cycle.
Created	The date the invoice was created.
Created By	The member who created the invoice.
Credit Amount	Any credit applied to the invoice.
Paid Amount	The amount paid against the invoice.

Edit an invoice from the agreement

1. Go to Finance > Agreements.
2. Select the agreement name linked to the invoice you want to edit.
3. Select the Invoice tab.
4. Select the Invoice Nbr for the invoice you want to edit.
5. Make your changes.
6. Select Save and Close.