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.

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Invoice Dashboard

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

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Hide Dashboard

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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

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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.

Column

To filter the grid by a column menu, click the down arrow to the right of the column header and select your filter options from the Filter menu.

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Edit an Invoice

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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

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.