Job Invoices

Job Invoices provides a complete list of all invoices within the current job. Invoices in NIM are logged to track key dates for when the invoice is required to be sent, when it is delivered, due, and paid. These dates are used to determine the invoice status and the overall job billing status.

Invoice Dashboard

The Invoice Dashboard displays summarized information of the invoices created for the job.

Hide Dashboard

To hide the dashboard, click on the arrow button at the top right of the Invoice Dashboard.

Click the button again to reveal the dashboard.

The dashboard visibility setting will be remembered between logins.

Summarized Totals

At the left of the panel are summarized totals for:

Actual Total	Total amount to be invoiced derived from the Job Actualization Total
Invoice Total	The total of all job invoices “Sent” or “Paid”
Not Sent	The total of all invoices created but not “Sent” or “Paid”
Accounts Receivable	The total of all invoices “Sent” but not “Paid”. This total does NOT include Overdue invoices
Overdue	The total of all invoices “Due” but not “Paid” by the “Due” date
Amount Paid	The total of all invoices “Paid”
Outstanding Balance	The Invoice Total minus Amount Paid
Not Invoiced	The Actual Total minus Invoice Total

Invoices

The Invoices grid includes the following information:

Number	The invoice number
Job	The job the invoice is created for
Owner	The user who created the invoice. The owner is automatically set at the time the invoice is created.
Currency	The currency of the invoice amount
Amount	The invoice amount
Scheduled	The scheduled date to send the invoice out
Sent	The date the invoice was sent out
Due	The due date of the invoice
Paid	The date the invoice was paid
Status	The overall status of the invoice based upon the Scheduled/Sent/Due/Paid dates

Invoice Status

The invoice status is determined by comparing the current date to the date logged for each action item on the invoice.

Action items include:

• Scheduled

• Sent

• Due

• Paid

Based on the state of the action items, one of the following statuses will be automatically applied:

Not Invoiced	No action item has been set with a date or the “Scheduled” date is in the future
Late	The “Scheduled” date is in the past and no other action items have been set
Invoiced	The “Sent” date has been set and the “Due” date is either not set or set in the future.
Overdue	The “Due” date is in the past and a “Paid” date has not be set
Paid	The “Paid” date has been set

Note

If at anytime the “Paid” date is set, the invoice will be marked as paid regardless of the other action items state.

Filters

The Invoice grid supports job number, name, owner, and status quick filtering, as well as column menu filtering.

Search

To filter the grid by a job number, name, owner, or status type the search criteria into the search bubble at the right of the grid header.

Column

To filter the grid by a column menu, hover over the column you wish to filter. This will display the column ellipsis menu. Click the ellipsis to the right of the column header to reveal the full column menu. Select your filter parameters from the Filter menu option and click Filter to filter the grid.

Edit an Invoice

To edit the status of an invoice, click on the invoice line item in the grid.

The Invoice Details will slide out to the right of the grid.

To edit an invoice, click on a row from the grid to load the invoice info panel.

Click on the ellipsis menu in the invoice info panel and choose “Edit”. Make the necessary changes and click the Save button at the bottom of the info panel to save your changes. Click the Cancel button to return to the view mode without saving changes.

Delete an invoice entry by selecting the invoice from the grid, clicking the ellipsis menu in the invoice panel, and selecting Delete. You will be prompted to confirm deletion of the invoice.

Invoice details include:

Number	The invoice number
Created By	The user who created the invoice
Description	The description of the invoice
Currency	The currency of the invoice
Amount	The invoice amount
Scheduled	The scheduled date to send the invoice
Sent	The date the invoice was sent
Due	The due date of the invoice
Paid	The date the invoice was paid

Note

Dates can be entered by typing a date directly into the input field or by clicking the calendar icon at the right of the date field to select a date using the mini calendar input.