Job Invoices

Job Invoices provide an overview of job invoice status.

To open the Invoice panel select Production / Invoices from the Job Menu.

The Invoice panel is divived into two sections:
  • Invoice Dashboard
  • Invoice Grid
_images/nim_invoices_job.png

Invoice Dashboard

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

_images/nim_invoices_job_dashboard.png

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 NIM logins.

_images/nim_invoices_job_dashboard_hide.png

Summarized Totals

At the left of the panel are summarized totals for:
  • Actual Total - Total amount to be billed derived from the Job Actualization Total
  • Invoice Total - Total of all job invoices
  • Not Sent - Total of all invoices created but not sent
  • Accounts Receivable - Total of all invoices sent but not paid
    Does NOT include Overdue invoices
  • Overdue - Total of all invoices past their due date
  • Amount Paid - Total of all paid invoices
  • Outstanding Balance - Invoice Total minus Amount Paid
  • Not Invoiced - Actual Total - Invoice Total

Invoice Grid

The Invoices grid displays individual invoice information for all invoices created for the job.

The grid included the following information:
  • Number - The invoice number
  • Owner - The user who created the invoice
  • 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
_images/nim_invoices_jobs_invoice.png

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

The Invoice Details panel will appear at the right of the grid.

Click the nim_edit_button button at the top right of the Invoice Details panel to edit the information.

_images/nim_invoices_studio_invoice_details.png
Details include:
  • Number - The invoice number
  • Created By - The user who created the invoice
  • Currency - The currency of the invoice amount. By default, the currency of the job is used.
  • 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

Click on the calendar icon at the right of the date fields to select a date using the mini calendar input.

When the changes have been made, click on the nim_accept_button button at the top right of the Invoice Details panel to save the changes.