Invoice Detail

The Invoice Detail screen displays a print preview of an invoice.

The Invoice Detail screen can be accessed from any Invoice History listing by clicking on an Invoice Number.

Topics in this section are:

• Finding a Specific Invoice

• Viewing G/L Details of an Invoice

• Screen Description

Finding a Specific Invoice

Prerequisites: To see associated OneSpan documents, users must be configured with security access via these systems:

• 602 – General Ledger: Access General Invoicing Multimedia

• 802 – Equipment Invoicing: Access Multimedia

• 810 – Work Orders: Access Multimedia

• 823 – Parts Invoicing: Access Multimedia

• 840 - Rental Counter: Access Multimedia

1. From any IntelliDealer screen, navigate to the Invoice History screen from any of these locations:

   • Financial Management > Accounts Receivable > Invoice History

   • Product Support > Equipment > Invoice History

   • Product Support > Service > Invoice History

   • Product Support > Parts > Invoice History

   • Product Support > Rental > Invoice History

2. On the Invoice History screen, enter the search criteria and click the Go>> link to locate the desired invoice.

   Updated Invoice History screen

   

Viewing G/L Details of an Invoice

The G/L Details screen of an invoice allows you to view general ledger details on the selected invoice.

Prerequisites:  

• user must have 995 User Security - Allow Access To Invoice History G/L Details enabled.

• search for a specific invoice. See Finding a Specific Invoice.

1. Click on an Invoice Number.

   The Invoice appears. Note that the buttons available on the invoice depend on whether VESign is enabled.

   Sample of Invoice when VESign is enabled

   

   Sample of Invoice when VESign is NOT enabled

   

2. Click the G/L Details button.

   The G/L Details screen appears.

   G/L Details screen appears

   
   
   

Screen Description

The fields displayed on the Invoice Detail are:

Field	Description
Ship To	The address the invoice is shipped to. If this address is the same as the one that appears in the Sold To field, a message stating 'SAME AS BELOW' is displayed.
Sold To	The address the invoice has been charged to.
Location	The location for the invoice.
Date	The day/month/year the invoice was completed.
Time	The time the invoice was completed. To the right of the time my be displayed: (O) – indicates the invoice was generated online or live. (B) – indicates the invoice was generated by a billing run. (P) – shown on rental invoices only, indicates a preview of the invoice.
Page	The number of pages in the invoice.
Account Number	The G/L account number.
Phone Number	The phone number recorded on the invoice.
Invoice Number	The number assigned to the invoice.
Ship Via	The carrier used to ship the invoiced unit.
Purchase Order	The purchase order number applied to the invoice.
P.S.T. Number	The Provincial Service Tax number on the invoice.
F.S.T. Number	The Federal Sales Tax number on the invoice.
Salesperson	The sales representative assigned to the invoice.

The Print button queues the invoice for printing.

The E-mail PDF button sends a copy of the invoice as a PDF attachment to the desired email address.

The Text PDF button sends a copy of the invoice as a PDF attachment to a text message.

The Multimedia button opens the Multimedia screen.

The Parts & Labor button opens the Parts & Labor Details screen.

The G/L Details button opens the G/L Details screen.

The Work Order Preview button generates a preview of the Work Order.

Security Switch: 600 Accounts Receivable - Access Invoice History,

995 User Security - Allow Access To Invoice History G/L Details

Revision: 2025.05