Invoice Detail¶

Use this page to view and manage an invoice after it has been created. The invoice detail page displays all components of an invoice—general information, line items, and notes—with buttons to print, generate a chalan, and view change history. Editing capabilities depend on the invoice status.

Summary¶

Use this page to review, update, and finalize invoice records based on status permissions. It helps you verify totals, preserve change history, and complete print and delivery-document actions.

When to use this page¶

Viewing a complete invoice record with all line items and calculations
Checking invoice status and payment information
Modifying invoice details (if status permits)
Printing an invoice or chalan for the client
Reviewing the invoice history and change log

How to access this page¶

From the sidebar, go to Trade Management → Invoices. On the Invoices List page, click on any invoice number or select an invoice to open the Invoice Detail page.

The page displays the invoice with three main tabs: General, Items, and Notes.

Page Overview¶

The invoice detail page includes action buttons at the top-right:

Button	Action	Available When
History	View past changes and modifications to invoice	Always visible
Print	Generate a printable or PDF version	Invoice status is Sent
Chalan	Generate a delivery chalan (no pricing)	Invoice status is Sent

General Tab¶

The General tab displays invoice header information:

Field	Description	Editable When
Invoice Number	Unique identifier for this invoice	auto generated
Invoice Date	Date the invoice was issued	Draft only
Client	Customer name linked to this invoice	Draft only
Status	Current state (Draft, Sent, Cancelled,)	All statuses

Status Restrictions

Once an invoice status is changed from Draft to Sent, the Invoice Number, Invoice Date, and Client become locked to preserve the transaction record.

Items Tab¶

The Items tab displays all products or services on the invoice:

Column	Description
Product	Name of the product or service
Selling Rate	Unit price
Quantity	Number of units
Total	Quantity × Selling Rate for each line item

Click the edit icon on a line item to modify its details (if status is Draft)
Click the trash icon to remove a line item (if status is Draft)
The Subtotal is calculated automatically from all line items

Item Editing

Line items can only be added, removed, or edited when the invoice is in Draft status. Once sent, items are locked.

Payment Details Section¶

Below the items, the page displays financial calculations:

Field	Description	Editable When
Subtotal	Sum of all item totals (auto-calculated)	Auto-calc
Tax	Tax amount to be charged	All statuses
VAT	Value-added tax (if applicable)	All statuses
Shipping	Shipping or delivery cost	All statuses
Discount	Discount amount to reduce the total	All statuses
Payable	Final amount due (Subtotal + Tax + VAT + Shipping - Disc)	Auto-calc

Tip

Payment details (Tax, VAT, Shipping, Discount) can be edited even after the invoice is Sent to adjust final charges.

Notes Tab¶

The Notes tab contains internal comments and visibility settings:

Field	Description
Note	Internal notes or special instructions
Status	Toggle to show/hide invoice from reports

Status and Permissions¶

Invoice editing capabilities vary based on status:

Status	View Access	Editable Fields	Restrictions
Draft	Full	All fields, items, payments	None
Sent	Full	Tax, VAT, Shipping, Discount	Cannot edit client or items
Cancelled	Full	View only	Locked; no editing allowed

Save Changes

After making edits, click Save at the bottom to apply your changes.

Step-by-step instructions¶

Open the Invoices list and select an invoice in Draft status
Click on the General tab to view or edit header information
Click on the Items tab to view or modify line items
Scroll down to update Payment Details (Tax, VAT, Shipping, Discount)
Click on the Notes tab to add internal notes
Click Save to apply all changes
Change the Status to Sent when ready to send to the client

Field reference¶

Invoice Number - Unique identifier used to track and reference the invoice.
Client - Customer account linked to this invoice.
Status - Controls workflow stage and available edit actions.
Subtotal - Sum of all line-item totals.
Payable - Final amount due after charges and discount.

Action	Button/Link	When to Use
Print Invoice	Print button	When status is Sent; email or archive
Print Chalan	Chalan button	When status is Sent; shipment tracking
View History	History button	Review past edits and who changed it
Edit Invoice	Click invoice number	Modify details (if status permits)
Go Back	Back button or sidebar	Return to invoices list

Tips and common issues¶

Cannot edit client field? — Once an invoice is sent, the client is locked. Create a new invoice or contact support if you need to change the client.
Items locked after sending? — Invoice items cannot be edited after Sent status. Add a new invoice for additional items.
Always save before leaving — Use the Save button at the bottom of the page. Unsaved changes will be lost.
Print disabled? — The Print and Chalan buttons only work when the invoice is in Sent status.

Create Invoice — Create a new invoice for a client
Edit Invoice — Modify invoice information
Print Invoice — Generate a printable invoice document
Print Chalan — Generate a delivery chalan
Invoice Reports — View analytics and outstanding payments