Overview
When you click an Invoice Number in the Invoices tab of AR Remittances (SmartCustomer), the Invoice Details page opens. This view displays comprehensive invoice information across multiple sections, allowing you to efficiently review invoice attributes, balances, and AR activity.
Available Actions
Quick Navigation Links
(Adjust the exact links to match what you have on the screen; example set below.)Customer: Opens the Customer Details view for the customer associated with this invoice.
Payments: Opens payments or remittances that have been applied (or are linked) to this invoice.
Figure 1. Quick Navigation Links on the Invoice Details Page
Tip: Use the navigation links at the top of the Invoice Details page to move quickly between the invoice, its customer, and related payments when reviewing balances or resolving issues.
Note: The exact set of links shown on your Invoice Details page may vary based on your organization’s configuration and enabled modules.
Viewing Invoice Standard and Extended Fields
When viewing an invoice in SmartCustomer, the Invoice Records section provides a comprehensive summary for quick access and record‑keeping.
Standard Fields
Typical standard fields include:
Table 1. Standard Fields
| Field | Description |
|---|---|
| Customer Name | The name of the customer associated with this invoice. |
| Company Name | The full legal name of the customer’s company. |
| Invoice Number | The unique identifier of the invoice, usually assigned by your ERP or system of record. |
| Status | The current lifecycle state of the invoice (for example, Open, Partially Paid, Paid, Canceled, Written Off). |
| Date | The invoice date, typically the date the invoice was created or posted. |
| Dunning Contacts | Email address(es) used for dunning and collections communications related to this invoice. |
| Due Date | The date payment is due according to the payment terms on the invoice. |
| Age | The number of days since the invoice date (or another configured reference), indicating how long the invoice has been open. |
| Base Currency | The organization’s base (functional) currency used for reporting this invoice. |
| Currency | The transaction currency of the invoice (for example, USD, EUR). |
| Exchange Rate | The exchange rate applied between the transaction currency and the base currency for this invoice. |
| Base Total Amount | Total invoice amount expressed in base currency. |
| Base Amount Paid | Amount already paid against this invoice in base currency. |
| Base Amount Remaining | Remaining balance in base currency after payments and credits. |
| Total Amount | Total invoice amount in the invoice (transaction) currency. |
| Amount Paid | Amount already paid against this invoice in the transaction currency. |
| Amount Remaining | Remaining balance in the transaction currency after payments and credits. |
| Invoice PDF File | Link to the stored PDF file of the invoice, if available; displays [None] if no file is attached. |
| Delegated to Auditoria | Indicates whether invoice follow‑up for this customer/invoice has been delegated to Auditoria (Yes/No). |
| Tags | Labels applied to the invoice (for example, segment, risk level, priority). Displays [None] if no tags are assigned. |
| Scheduled Payment Date | The date on which payment is scheduled, if a schedule has been captured. Shows -- if not set. |
| Scheduled Payment Amount | The amount scheduled to be paid on the Scheduled Payment Date. Shows -- if not set. |
| Disputed Amount | The portion of the invoice amount currently in dispute (in transaction currency). Shows -- when no amount is disputed. |
| Foreign Disputed Amount | The disputed amount shown in a foreign or alternate currency view, where applicable. Shows -- when not applicable. |
Figure 2. Invoice Details Panel Displaying Standard Fields
Tip: Review invoice header fields before collections or dispute work to confirm the correct customer, amounts, and due dates, and to see whether the invoice is already scheduled for payment.
Note: Monetary values reflect the current Base or Foreign currency selection from the Invoices page. The fields visible and their labels may vary depending on your organization’s configuration.
Extended Fields
Any additional custom invoice fields configured for your organization appear in the Extended Fields area.
If no custom attributes exist, “No Extended Fields” appears in this section.
Tip: Use Extended Fields for reporting dimensions such as region, segment, or project codes without altering your ERP schema.
Note: Extended Fields are tenant‑specific—what you see will depend on how your administrator has configured invoice attributes.
Notes Section
The Notes section on the Invoice Details page lets you view, search, add, and filter both system‑generated and user‑created notes related to this invoice.
How to Use Notes
Viewing Notes
All notes associated with the invoice are listed in the Notes section.
Notes are categorized as:
SmartBot – system‑generated notes (for example, automated actions or updates).
User – manually created notes entered by users.
Use the checkboxes (for example, SmartBot (0), User (0)) to include or exclude each note type.
If there are no notes, “No Data To Display” is shown.
Figure 3. Notes Section on the Invoice Details Page
Searching Notes
Use the search in notes bar to find notes by keyword.
Search runs across all notes currently visible under the selected SmartBot/User filters.
Filtering Notes
Click the filter icon next to the notes search bar.
Choose criteria such as Note created by, an operator (for example, Contains), and a value.
Click Apply to activate the filter.
Add multiple conditions as needed or clear them to reset the view.
Figure 4. Notes Filter Dialog
Adding Notes
Click the plus (+) icon to create a new User note (if your permissions allow it).
Enter your note text in the editor that appears.
Click Save to add the note or Cancel to discard it.
Figure 5. Notes Section with SmartBot/User Filters, Search, and Add Options
Tip: Rely on SmartBot notes for an audit trail of automated actions, and User notes to capture decisions, exceptions, and invoice‑specific context during collections and payment follow‑up.
Note: If you cannot add notes, you may not have the required permissions; contact your administrator.