Invoice

Represents an invoice issued to a customer.

Manage Invoice Records in AnyDB

The Invoice business object represents an invoice issued to a customer. It provides a central place to track customer billing details, line items, taxes, discounts, payment terms, totals, and payment status.

Description

Use the Invoice object to create and manage customer invoices. It can connect each invoice to a customer, display customer contact and billing information, include invoice line items, calculate taxes and discounts, track payment terms and due dates, and maintain the remaining balance.

Included Fields

Invoice

  • Invoice ID
  • Issue Date
  • Payment Due Date
  • Payment Terms
  • Currency
  • Paid

Customer

  • Customer Reference
  • Customer Name
  • Phone Number
  • Email
  • Bill To
  • Billing Address
  • Address
  • Logo

Billing

  • Line Items
  • Sales Tax
  • Sum
  • Subtotal
  • Discount
  • Adjustment Details
  • Total
  • Paid Amount
  • Balance Due

Other

  • Details

Common Uses

  • Customer Billing: Create and manage invoices issued to customers.
  • Line Item Billing: Add individual invoice line items and calculate invoice totals.
  • Payment Tracking: Track whether an invoice is paid and the remaining balance due.
  • Tax and Discount Management: Apply sales tax and discounts to invoice totals.
  • Billing Administration: Maintain payment terms, due dates, currency, and customer billing details.

Related Business Objects

Accounts

Finance

Inventory

Sales

Documents

Included Features

  • Automatic Invoice ID generation
  • Customer reference
  • Customer name lookup from the referenced Customer
  • Customer phone and email lookup
  • Customer billing and shipping address lookup
  • Customer logo lookup
  • Invoice Line attachments
  • Automatic line item sum calculation
  • Sales tax calculation
  • Discount support
  • Automatic subtotal and total calculation
  • Paid status tracking
  • Automatic paid amount calculation
  • Automatic balance due calculation
  • Multiple currency support
  • Payment terms and due date tracking
  • Invoice summary badges for Invoice ID, due date, total, and paid status