All Invoicing stacks will be available from the Finance Module in the Layer.  

Majority of invoice stacks will be within the Finance module and are listed below.

Invoice Stacks:
These stacks are based on invoices that have been created in the Layer. For sales orders that have not yet been invoiced refer to the Sales order stacks below.
Information visible within all Invoice stacks:
Age	The age of the PO in days e.g. 10 days, 20 days, 37 days etc.
Rec:	If the invoice has been reconciled or not (See reconcile actions)
Invoice	The Layer invoice reference
Order	The order the invoice is associated to
Type	The record type e.g. lead or customer. In this instance all leads convert to a customer upon a won quotation so the type should always be customer
Company Name	The company the invoice is associated to
Sub Company	The associated sub-company if applicable
Net (ex. Tax)	The invoice net-total excluding tax. This is totalled at the bottom of the grid.
Gross (inc. tax)	The invoice gross total including tax
Tax	The tax amount that is applicable
Fund Discount	Any fund discount amounts
Payments	The total of payments received against the invoice – part payments can be made.
Balance	The outstanding balance of the invoice
Credit Notes	Any credit amounts that have been applied.
Refunds	If a refund has been applied the total amount of the refund.
Status	The status of the associated sales order
Sage Account	The sage account number will pull through from the customer record if this has been applied.
Nominal Code	The nominal code that has been applied to the invoice
Owner	The owner
Updated/Created	The last updated and created dates.

Invoice Payments:
Invoice Payments that are un-reconciled will show users what needs to be imported into Sage.
Information visible within all Invoice Payment stacks:
Reconcile	Whether the invoice payment has been reconciled or not. See reconciling below.
Invoice	If the invoice has been reconciled or not (See reconcile actions)
Order	The order the invoice is associated to
Customer	The company the invoice is associated to
Sub Company	The associated sub-company if applicable
Payment Date	The date of the payment
Payment Method	The method of payment e.g. BACS, Hardware Fund, Credit Card, Cash etc.
Payment	The amount that has been paid.
Created	The date the payment was created.
Creator	The user who created the payment

Invoices against sales orders:
Sales orders that are pending approval should not be invoiced.
Information visible within all Sales Order stacks:
Reference	The sales order reference
Status	The status of the sales order
Company Name	The company name
Services / Products	The number of services and/or products in the sales order
Type	The record type, in this instance it should always be customer
Owner	The sales order owner
Connector	The sales order connector – This allows for a record owner and a different connector
Sub Company	Sub-company if applicable
Spend Commitment	Any spend commitment
Target Live	The target connection date e.g. when the customer can use the services/products
Updated/Created	The last updated and created dates.

Credit Note:
Information visible within all Credit Note stacks:
Customer	The customer record name
Credit Note Ref	The credit note ref
Sales Order Ref	The sales order ref
Reason	The reason for the credit note
Payment Method	The payment method
Value	The value of the credit note
Created	The date the credit note was created

Invoice Stack Actions

Within all Invoice and invoice Payment stacks the following actions are available:

Check All	Allows you to check all records visible within the grid to perform bulk actions
Export	Allows users to export all or checked invoices and invoice payments. Selecting no invoices will export all invoices.
Export Sage	This allows exporting to Sage or other accounting software.
Reconcile	Allows invoices and invoice payments to be marked as reconciled.

Exporting Invoices & Invoice Payments

To export anything from any stacks simply select the invoices or invoice payments you want to export and press export, as in the animation below. 

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Author: Jan Juricek