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Form Builder - Total Table "Invoice Value"

Purpose Statement

The Total Table "Invoice Value" component allows departments to display invoice totals and related financial information directly on invoice documents using the Invoicing Form Builder. This feature provides a clear and organized summary of the invoice total, discounts, payments applied, refunds, and remaining balance, helping departments communicate important billing information to invoice recipients.

Background Information

The Total Table "Invoice Value" is a component within the Invoicing Form Builder that displays a summary of the financial information associated with an invoice.

Departments can add the Total Table "Invoice Value" component to new or existing invoice forms and position it where the information should appear on the completed document.

The component is included at the bottom of the default invoice form layout but can be repositioned or added again if it has been removed.

The Total Table "Invoice Value" displays the following information:

  • Invoice Total: Displays the total amount of charges associated with the invoice.
  • Discounts: Displays discounts applied to the invoice.
  • Payments Applied: Displays the total amount of payments applied toward the invoice.
  • Refunds: Displays refunds associated with the invoice.
  • Balance: Displays the remaining balance associated with the invoice.

This component helps departments provide a clear financial summary, allowing invoice recipients to understand the total charges, discounts, payments received, refunds, and remaining amount owed.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Invoicing module.

  • Access to the Invoicing Module.
  • Permission to access the Invoicing Form Builder.
  • Permission to create or edit forms within the Form Builder.

Video

Step-by-Step Guide


Step 1: Access the Invoicing Form Builder

  1. Navigate to Invoicing > Form Builder.

  2. Select Create Form to create a new form, or select an existing form to edit.

Note: The Total Table "Invoice Value" component is included at the bottom of the default invoice form layout. Users can reposition the existing component or add it again if it has been removed.


Step 2: Add the Total Table "Invoice Value"

  1. Within the Form Builder, locate where the Total Table "Invoice Value" component should appear on the invoice document.
  2. Click the + icon on the left side of the Form Builder to add a component.
  3. Scroll through the available components and select Total Table "Invoice Value".

  4. The component will be added to the selected location on the form.


Step 3: Adjust the Total Table "Invoice Value"

Once the component has been added, several options are available for managing it.

  1. Tune: Select Tune to access the available component configuration options.
  2. Convert: Use the available conversion options to change the component type, if needed.
  3. Font Family: Select the font option to change the font used for the component.
  4. Move: Use the movement controls to reposition the Total Table "Invoice Value" component up or down within the form.
  5. Delete: Double-click the delete option to remove the component from the form.

Note: The movement controls allow users to reposition the component without deleting and recreating it.


Step 4: Save the Form

  1. Review the placement and configuration of the Total Table "Invoice Value" component.

  2. Click Save to retain the changes.


Step 5: View the Total Table "Invoice Value" on an Invoice

  1. Navigate to Invoicing and open an existing invoice.
  2. Verify that the appropriate invoice form containing the Total Table "Invoice Value" component has been selected.
  3. Select Print and Send to generate and review the invoice document.
  4. Locate the Total Table "Invoice Value" section on the completed invoice.
  5. Review the displayed financial information, including:
    • Invoice Total
    • Discounts
    • Payments Applied
    • Refunds
    • Balance

The Total Table "Invoice Value" component displays the financial summary associated with the invoice, providing a breakdown of the total charges, discounts, payments applied, refunds, and remaining balance.

Note: Discounts, payments and refunds will be reflected in the table when applicable to the invoice.

Best Practices

  • Position the Component Appropriately: Place the Total Table "Invoice Value" component where invoice recipients can easily locate the financial summary.
  • Maintain Consistent Form Layouts: Use consistent placement and formatting of the component across invoice forms.
  • Verify Invoice Totals: Confirm that the invoice charges and total amount are accurate before generating the invoice document.
  • Review Applied Discounts: Verify that any discounts have been properly applied to the invoice.
  • Review Applied Payments: Confirm that payments have been properly recorded and applied to the invoice.
  • Verify Refund Information: Review any refunds associated with the invoice to ensure the information is accurate.
  • Confirm the Remaining Balance: Review the balance to ensure it accurately reflects the invoice total and applicable financial adjustments.
  • Review the Completed Invoice: Generate a sample invoice to verify that all financial information displays correctly.
  • Save Changes: Always save the form after adding, moving, or modifying the Total Table "Invoice Value" component.

Troubleshooting & FAQs

Q: Why is the Total Table "Invoice Value" not appearing on my invoice document?

A: Verify that the component has been added to the correct form within the Invoicing Form Builder. Confirm that the form was saved and that the appropriate form was selected when generating the invoice.

Q: Is the Total Table "Invoice Value" included in the default invoice form?

A: Yes. The component is included at the bottom of the default invoice form layout. It can be repositioned or added again if it has been removed.

Q: Can I add the Total Table "Invoice Value" to an existing invoice form?

A: Yes. Open the existing form within the Invoicing Form Builder, add the component in the desired location, and save the changes.

Q: Can I change the location of the Total Table "Invoice Value" after adding it?

A: Yes. Use the movement controls within the Form Builder to move the component up or down without deleting and recreating it.

Q: Can I change the font used in the Total Table "Invoice Value" component?

A: Yes. Select the Font Family option associated with the component and choose the desired font.

Q: What information is displayed in the Total Table "Invoice Value"?

A: The component displays the Invoice Total, Discounts, Payments Applied, Refunds, and Balance associated with the invoice.

Q: Why are discounts or refunds not appearing on my invoice document?

A: Verify that discounts or refunds have been recorded against the invoice. These values are reflected in the Total Table "Invoice Value" when applicable.

Q: Why are the Payments Applied and Balance amounts not what I expected?

A: Review the payments, discounts, and refunds associated with the invoice. Verify that all charges and financial adjustments have been recorded correctly.

Q: Does the Total Table "Invoice Value" display individual invoice charges?

A: No. The Total Table "Invoice Value" provides a summary of the invoice's financial information. To display individual charges, use the Invoice Line-Item Table component.

Q: Can I remove the Total Table "Invoice Value" from a form?

A: Yes. Select the component and double-click the delete option to remove it. Save the form to retain the changes.