Customer Invoices

On This Page

→ Overview

→ Viewing Invoice Details

→ Exporting to Excel

→ Setting up the Export

→ Invoice List Columns

Overview

The Customer > Invoices sub-menu item displays a catalog of the invoices that have been recorded for this customer. The invoice list provides a quick view of all invoices with key financial and date information, allowing you to scan payment context and invoice status across multiple records without opening individual invoice details.

Viewing Invoice Details

To view the additional details of an invoice, click the binocular icon, , on the right side of the row. This opens the full invoice record where you can access complete details and perform actions like exporting or viewing the invoice document.

Exporting an Invoice to Excel

An invoice can be exported to Excel from Avionté. Both the back office and config options must be correctly set up for the export to work correctly. The invoice will need to be created in Avionté prior to the export. Multiple invoices cannot be exported at one time.

Setting up the Export

Back Office Setup

1. From the Main Menu, navigate to Customer > Back Office Setup > Billing Setup.

2. From the “Show Time Card” drop-down menu, select No. If this option is selected, the Report Viewer will be used to open the invoice.

   

   See the options and their functionality below:

   Option	Description
   Yes	Invoice opens in a PDF reader (i.e. Foxit, Adobe, etc.). Note: Because this is a PDF reader, it cannot be exported to Excel from this view.
   No	Report Viewer is used to open the invoice and can be exported to Excel from this view.

Config Option Setup

1. From the Start Page, navigate to Actions > Config Option.

2. Under Category, select System. Under Select, double-click Config Option.

   

3. In the “System | Config Option” window, click the Config Option by FKName tab.

   

4. Type “MergeInvoice&AttachmentPDF” in the blank field under the Property column so that the “MergeInvoice&AttachmentPDF” config option appears. Click the “MergeInvoice&AttachmentPDF” row to select it.

   

5. Set the ConfigOptionValue of this Config Option to “False” for the invoice to appear in the Report Viewer or “True” for the invoice to not appear in the Report Viewer. The invoice may be exported no matter the choice. After typing, tab away from the field to save the change.

   Note: This option will be “False” by default.

   

   The options and their functionality are listed below:

   Option	Description
   True	Invoice opens in PDF view.
   False	Invoice opens in Report Viewer.

Exporting Your Invoice

1. From the Main Menu, navigate to Customer > Invoices.
2. Select an invoice so that it appears highlighted in the grid.

3. Click the binoculars icon on the far-right side of the row.

   

4. Click View Invoice. A preview of the invoice displays.

   

5. Click the blue save icon at the top of the page. A drop-down menu of options will generate.

   

6. Select Excel.

   

7. Select a location on your computer to save the file. The exported invoice will be saved in this location. Specify a file name and click Save.

   Note: Ensure that the “Save as type” field is marked as “Excel (*xls).”

   

Invoice List Columns

The invoice list displays the following columns with details about each invoice:

Column	Description
Invoice Number	The unique identifier assigned to the invoice.
Invoice Amount	The total amount billed on the invoice before any taxes or discounts.
Sales Tax Amount	The sales tax calculated and added to the invoice.
Discount Amount	Any discount applied to the invoice amount.
Finance Charge	Any finance charges or late fees associated with the invoice.
Balance Amount	The remaining unpaid balance on the invoice.
Invoice Date	The date the invoice was created.
Due Date	The date by which payment for the invoice is due.
Last Payment Date	The date of the most recent payment made against the invoice.
Payment Amount	The amount of the last payment made on the invoice.
Payment Reason	The reason associated with the invoice payment.
Payment Batch Type	The batch classification under which the invoice was processed.