Using the Invoice Detail Page

You can use the Invoice Detail page to view individual invoices generated by your agency [by Division]

Applies to: Accountants, Accounting Assistants 

This article explains how you can view the details of an individual invoice created by your agency that have been generated within BindHQ. You can filter the Invoices that you see On-Screen and in the CSV download by Division, Customer, and within specified time periods. You can also filter by Open Invoices and Overdue Invoices.

You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & View Invoices” from the Accounts Receivable tab. [You can click on the Invoice # column for an individual policy which hyperlinks to the specific Invoice Detail page for that policy]. 

You can also find additional details about an invoice under the "Transaction Date", "Accounting Posting Date", "Invoice Due Date", Policy #", "Retail Agency", "Net Total Due ($)", "Total Paid to Date ($)", and "Outstanding Amount ($)" columns. 

You can use this page to answer the following questions:

• What are the details of a specific Invoice?