How Can I See Details of My Outgoing Invoice?

This article describes how Outgoing Invoices streamline the process from Seller to Customer, ensuring accuracy and efficiency, key features like verifying for invoice receivers, applying filters, and managing invoice statuses.

Outgoing Invoices are invoices to be sent from Seller to Customer. These are generated automatically once all Vendor invoices to Sellers are generated by Platform and verified by AppXite.  

By clicking on Invoice Number, you will access all the information about all invoices, that should be sent to all your customers:

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In Outgoing invoice details, you will see:

1. View full recon data - for the selected invoice.

2. Verify for invoice receiver - It is possible to verify invoices in parts, e.g. where no corrections are necessary or all corrections have been added. This helps to avoid delaying the entire invoice if you find issues with its specific part. Once an invoice is moved to verified status, it will become accessible to the partners and customers.

3. The invoice in Verified status, can be changed via API to Paid. From Paid, the status can then be updated to Issued. However, the user cannot revert an invoice status to New, New Corrected, or Draft.

If a user attempts to change the invoice status from Verified, Issued, Paid, or Card Payment Error to New, New Corrected, or Draft, they will see this message:
"You cannot change the invoice status back to New or New Corrected."

If a user tries to update the invoice status from New or New Corrected to Issued, Paid, or Card Payment Error, they will receive this message:

"You need to change the invoice status to Verified first."

4. Each Customer's invoices will be in a separate line. The invoice number will allow you to access more detailed information about all subscriptions and purchase details for this customer.

5. Export the information in the excel file.

6. Choose the columns to display on the page.

7. When selecting arrow, the following options will appear:

8. Verify for all partners.

9. Issue - When you want to make the verified invoices available to the partner/customer, click “Issue”. Partners/customers will see Issued invoices as incoming invoices.

10. Mark as Paid - Seller can mark invoices as paid when they receive the payment to sync this status with their other systems

11. Move to New - Seller can select an invoice in Draft status and change it to a new status.

In more detail read the article How to get Full Reconciliation data?