An Invoice's Details Page is exactly like the page Syncro displays when you create an Invoice.

This document provides more information about the information sections at the top, and the Invoice-specific actions bar.

Invoice Information

At the top are two collapsible/expandable information sections: Bill to Customer and Invoice Details. In both sections, you can use the caret in the upper-right corner to display more or less information:

Bill to Customer Section

Expanded by default, this section displays information about the customer associated with the invoice: Business Name, Name, Email, Invoice Email, Address, and Get SMS (true/false).

Tips: 

• Click into the Invoice Email field to inline edit it.
• Some fields are hyperlinked, which you may find useful.

Third-Party Billing

By default, Syncro creates the invoice for a customer listed on a ticket. 

However, there are times when a ticket is being worked on for one customer, but another customer is going to pay the bill. This is where third party billing comes into play.

To change the customer being billed on an invoice, follow these steps:

1. Click Change Customer in the upper-right of the Bill To Customer section. Syncro displays the Attach Transaction to a Different Customer pop-up window:
   
2. Start typing the customer's name, then select from the results that display.
3. Click Change Customer to save the change and close the pop-up window.

If the invoice was linked to a ticket, Syncro adds a new section called Ticket Customer (Job) to the invoice. This is so you can see both the original customer (associated with the ticket) as well as the new customer to be billed all in one place:

Note: If you change the customer on an invoice that isn't linked to a ticket, Syncro only updates the Bill to Customer fields.

If you want to revert back to the original billing customer for an Invoice, just repeat the steps above.

Invoice Details Section

This section provides several details about the invoice; most of them can be edited in-line by clicking into the cell and providing the new information:

Some fields to note:

• Invoice Name: Click the dash to give this invoice a descriptive name, which displays in the Invoices table. Enable Invoice Name under Admin > Customers - Preferences. Adding a name also allows you to use the {{invoice_name}} tag  to display the name on your invoice PDFs. 

While specified for the Customer, you may want to select a different:

• Invoice Template: You'll find Templates for Invoices under Admin > Invoices - Templates. The Invoice Template is also displayed as a column in the Invoices table.
• Payment Term: While set for the Customer, you may want to select a different one. See also: Organization Fields Reference. 
• Tax Rate: While set for the Customer, you may want to select a different one. See also: Organization Fields Reference and Configure Tax Rates.

Invoice Actions Bar

The Invoice actions bar in the upper right of an invoice provides several choices, depending on whether the Invoice is paid or unpaid:

• Take Payment: (Displays only if the invoice is unpaid.) Click to record a payment for this invoice. See Manage Invoice Payments for more information.
• Edit: Click to display the edit page for this invoice, which allows you to make modifications, including an update to the Related Ticket:
  
  Click Update Invoice to save your changes.
• Actions: Available choices in this button menu change based on the status of the invoice:

• PDFs: Select to view, download, and/or print a PDF version of the Invoice or Packing Slip.