7.1. Invoice detailed view:

When the title of invoice is clicked from the homepage, it displays the invoice detailed view. This information form can be customized by the system administrator. Following is the main information that is shown in detailed view:

 

Invoice information Detailed information about the invoice
Address information Address details for the invoice
Terms & Conditions Terms and conditions for the invoice
Description information Description of the invoice
Item details List of products and services with prices
Activities List of planned activities related to the invoice
Documents List of documents associated with the invoice
Activity history History of activities associated with the invoice
Invoice status history A record of the invoice status

 

The operations that can be performed on invoices from the invoice detailed screen include:

Edit Change the invoice properties.
Duplicate Create a new invoice having some common properties with any existing invoice.
Delete Remove the invoice from TDS CRM.
Generate sales order Create a new sales order from the invoice.
Generate invoice Create a new invoice from this invoice.
Export to PDF Create a PDF file of the invoice.
Send email with PDF Send the invoice PDF as an email attachment to the contacts to whom this invoice is associated.
Add To do Add a Todo or task associated with the invoice.
Select and add documents Select the existing document or add a new document associated with this invoice.