Invoice View – Service Finder

Invoice 76523 / Open /

Overview

Invoice Overview

Customer	John Doe	Creation Date	9/12/2018 2:14 pm
Bill To	Customer/Client	Order completed date	date
External Invoice ID	12345	Invoiced Customer Date
Work Order ID	123456 Click the number to go to the Work Order	Due Date
Category		Paid Date
Terms	Net 30	Cancelled Date

Invoice Line Item

Type	Name	Quantity	Price	Cost	Date Added	Options
Assembly	Treadmill	1	$200	$150	9/05/2018	edit item
Change Order	Toll Reimbursement	1	$15	$10	9/8/2018	edit item
Change Order	Mileage	1	$60	$40	9/8/2018	edit item

Amount Billed	Total Cost	Balance	Margin
$275	$200	$275	$75

Subtotal	$275.00
Taxable Subtotal	$0.00
Sales Tax	$0.00
Amount Billed	$275.00

Communication

Tasks

Task ID	Linked Entity	Task Type	Status	Creation Date	Due Date	Description	Assigned to	Options
11278	Work Order 12345	Follow up	open	9/2/2018	9/20/2018	call customer	Mary Jane	button to edit
11798	Invoice 76523	Reminder	open	9/5/2018	9/23/2018	check on parts	Mary Jane	button to edit

Add Task

Claims

Provider Claim

Submitted by	Submitted Date	Claim Amount	Status	Reviewed by	Work Order ID	Options
Bob Roberts	9/15/2018	$150	Reviewed	Mary Jane	123456	button to edit

Submit Claim

Payouts

Payout Review

Submitted by	Submitted Date	Status	Approved by	Total Payout	Options
Mary Jane	9/15/2018	Approved	Account Admin	$150	button to edit

Provider Payout Details

Provider	Payout Total	Payout Method	Payout Terms	Payout Date	Transaction ID	Work Order ID	Options
Bob Roberts	$150	ACH	1 Week	9/21/2018		123456	Button

Commission

RSM (remote service manager) Commission Details

RSM	Commission Total	Payout Method	Payout Terms	Payout Date	Transaction ID	Options
Mary Jane	$5	ACH	1 Week	9/21/2018		Button

Payments

Date	Type	Amount Billed	Amount Credited	Balance	Options
9/15/2018	Invoice	$275.00		$275.00	Button view/edit
	Check		$200.00	$75.00	Button view/edit
	Check		Total Due	$75.00

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History

Date	Activity	Description	User
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity
8/12/2018	Activity Type	Description of the activity that occurred	User that performed activity