Invoices

Written by Uday Kumar Updated October 13, 2026 07:07

Who this is for. AR and cash-application staff who check the invoices a remittance pays. For AR Remittances, only the SuperAdmin role has access to this tab.

Availability. The Invoices tab appears in every SmartCustomer console.

Overview

The Invoices tab lists your customers' invoices, with their status and amounts. Each invoice number opens that invoice's details page. The invoices are a copy that Auditoria synchronizes from Workday. For how often the copy refreshes, see The SmartCustomer Console.

A remittance advice says what a payment covers. AR Remittances extracts the invoices it names as line items on the document's payment record. On this tab, you can look up an invoice that a line item names. You can check its status, its due date, and the amount still open.

AR Remittances creates the payment in Workday unapplied, with the remittance lines as remittance advice. AR Remittances does not apply the payment to these invoices. That happens in Workday.

Toolbar

The toolbar sits at the right of the title. Table 1 lists its controls from left to right.

Table 1. Invoices toolbar

Control	Use
Currency, with Base and Foreign	Switches the amount columns. Base shows amounts in your base currency. An invoice's details page names it in its Base Currency field. Foreign shows each record's amounts in the record's own currency. Under Foreign, an empty Disputed Amount reads NA instead of --.
Notification	Belongs to AR Collections. This guide does not cover it.
Search box	Searches the list.
Tag	Adds tags to invoices. Each row has a checkbox for selecting it.
Filter Records	Filters the list.
Edit Columns	Chooses which columns the list shows.
Export Invoices	Exports the invoice list as a CSV file. The file holds every invoice that matches the current search and filters, in the columns the list shows. Amounts follow the Currency toggle. Depending on your organization's settings, the file downloads at once or arrives in Downloads under the bell icon.

Invoice list

Each row is one invoice. Table 2 lists the columns. The columns come from your organization's configuration, which can add extended fields. Edit Columns chooses which of them show for you.

Table 2. Invoice list columns

Column	Holds
Invoice Number	The invoice's number, which opens the details page.
Customer Name	The customer the invoice is for, shown as a link that opens the customer page.
Invoice Status	The invoice's status, such as Open or Paid.
Amount	The invoice amount, in the currency that the Currency toggle selects.
Due Date	The date payment is due.
Entity	The entity the invoice belongs to.
Age (Days)	The number of days since the due date.
Disputed Amount	The amount in dispute, or -- when there is none.
Invoice Date	The date of the invoice. The list opens sorted by this column, newest first.
Scheduled Payment Date	The date of a scheduled payment, where one is recorded.
Scheduled Payment Amount	The amount of that scheduled payment.
Tags	The invoice's tags, or [None].

When no record matches a search or filter, the list shows No Data To Display under the column headings.

The Invoices tab with the Currency toggle set to Base, the toolbar and the invoice list

Figure 1. The Invoices tab, with the Currency toggle set to Base

Invoice details page

The details page opens from an invoice number. Its breadcrumb reads Invoices and the invoice number. A Timezone toggle at the right offers Local and UTC. Two links lead to related records, Customer and Payments.

The Invoice Details panel holds Standard Fields and Extended Fields. Fields whose names start with Base show amounts in your base currency. Table 3 groups the standard fields.

Table 3. Standard fields on the invoice details page

Group	Fields
Invoice	Customer Name Company Name, the entity the invoice belongs to Invoice Number Status
Dates	Date Due Date Age
Currency	Base Currency Currency Exchange Rate
Amounts in your base currency	Base Total Amount Base Amount Paid Base Amount Remaining
Amounts in the invoice currency	Total Amount Amount Paid Amount Remaining
Fields with a pencil icon	Scheduled Payment Date Scheduled Payment Amount Disputed Amount Foreign Disputed Amount The pencil icons show for roles that can update invoices, such as SuperAdmin. A disputed amount you enter is kept in Auditoria and does not change Workday. A disputed amount above zero also takes the invoice out of AR Collections. Scheduled payment values are kept in Auditoria. They reach Workday only where AR Helpdesk is set to update the system of record.
Other fields	Dunning Contacts Invoice PDF File, with a View PDF link Delegated to Auditoria Tags

Extended Fields holds the fields configured for your organization. When there are none, it reads No Extended Fields.

A Notes section follows the panel. It has Agent and User checkboxes with counts, a search box, and icons to add and filter notes. With no notes, or no note matching the search or a filter, it shows No Data To Display.

The Invoice Details panel with Standard Fields, pencil icons on four fields and the Extended Fields area

Figure 2. The Invoice Details panel on an invoice's details page

Invoices and remittances

Invoice information shows in several places while you work a remittance. Table 4 lists them.

Table 4. Where invoice information appears

Where	What you see
A document's line items	The invoices the remittance names, such as an invoice number and an amount. The line-item columns depend on how your organization's payment record is configured.
The Invoices tab	The invoice's status and amounts, its due date, and any disputed amount.
The customer page	The Open Invoices count in the standard fields, and the Open Invoices total in AR Aging.
The Customers tab	The Open Balance columns and Oldest Invoice Age.

For the line items on a document, see Document Information.