Invoice Viewer

  1. The PTT Invoices grid displays invoices which can be viewed using the new version (v2) of the invoice viewer
The availability of this version of the invoice viewer depends on client setup
To sort on a column in a grid, click the column heading

  • Click to view information associated with the invoice for a particular Bill Dateor to issue credits for that Invoice

 

This invoice viewer consists of a main heading and five tabs:

Main Heading

Name, Account # and Invoice # - These items are associated with the invoice for the selected Billing Date
Billing Date - This drop-down list includes all billing dates for which the account has billed in the V2 billing system.

Tabs

  1. Invoice Summary tab – lists an invoice summary for the entire account
  2. Location Summary tab – lists an invoice summary by location
  3. View Invoice tab – contains a PDF version of the invoice to view and also to download
  4. Call Records tab – lists call detail records for the account and allows the user to issue credits for individual calls
  5. Credit Invoice tab – allows the user to issue partial or full invoice credits (available based on user security permissions to Account Credit)

All tab information will be based on the billing date selected from the dropdown.