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View invoice details and recent activity

Open an invoice to review its billing information, current balance, notes, and history of recent actions.

View the invoice summary

At the top of the invoice, you can see:

  • Customer name

  • Total invoice value

  • Current status

  • Invoice Number

  • Issue Date

  • Due Date

Review line items and totals

The Line Items section shows what the Customer is being billed for. Depending on the invoice, an item may also show its rate and quantity.

The totals can include:

  • Subtotal

  • Discount

  • Tax

  • Total Invoiced

  • Total Paid

  • Total Due

Review Recent Activity

The Recent Activity timeline can show:

  • When the invoice was created.

  • Who created it.

  • When it was sent to the Customer.

  • Payments recorded against the invoice.

  • Payment dates and methods.

  • Who updated the invoice.

This history helps you understand what happened to the invoice and when.


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