Contract Invoice & Transaction Views

Invoice View

This is the basic view where invoices and payments are entered and managed.

Invoices

A list of Sales Orders and Invoices related to the Contract (i.e. Sales Orders are an invoice without an invoice date).

Contract Payments

A list of Contract Payments related to Contract Invoice(s).

Unapplied Payments

A list of Customer Payments that have yet to be applied to an Invoice.

Transaction View is a more detailed view for Contract financials and is where Credit Memos and Refunds are created.