Transaction Detail Page

Navigation to Detail View

Access: From the transaction list view, clicking on a transaction will provide a detailed view.

Page Context: Maintains entity filter for consistent navigation

Invoice Structure

This document provides a table-based breakdown of all invoice components and their respective fields.

Header

Field	Type	Description
Invoice Number	String	Unique identifier for the invoice
Invoice Date	Date	Date the invoice was issued
Due Date	Date	Payment due date
Status	String	Current status (Draft, Sent, Paid, Overdue, etc.)
Currency	String	Currency code (USD, EUR, GBP, etc.)
Document Type	String	Type of document (Invoice, Credit Note, etc.)

Invoice Information

Field	Type	Description
Invoice ID	String	System-generated unique ID
Reference Number	String	External reference or PO number
Invoice Period	Date Range	Billing period (From - To)
Payment Terms	String	Payment terms description
Tax ID/VAT Number	String	Tax identification number
Issue Location	String	Location where invoice was issued
Payment Method	String	Preferred payment method
Notes	Text	Additional invoice notes

Financial Summary

Field	Type	Description
Subtotal	Decimal	Sum of all line items before tax
Tax Amount	Decimal	Total tax/VAT amount
Discount Amount	Decimal	Total discount applied
Shipping/Handling	Decimal	Shipping and handling charges
Total Amount	Decimal	Final amount due
Amount Paid	Decimal	Amount already paid
Balance Due	Decimal	Remaining balance
Tax Rate	Percentage	Applied tax rate

Customer Information

Field	Type	Description
Customer ID	String	Unique customer identifier
Customer Name	String	Full name or company name (linked to customer details)
Email Address	String	Primary contact email
Phone Number	String	Contact phone number
Billing Address	Text	Full billing address
Shipping Address	Text	Delivery address (if different)
Tax ID	String	Customer tax identification (see exemptions)
Payment Terms	String	Customer-specific payment terms
Account Manager	String	Assigned account manager

Integration Details

Field	Type	Description
External System ID	String	ID in external/integrated system
Sync Status	String	Synchronization status
Last Sync Date	DateTime	Last successful sync timestamp
Integration Type	String	Type of integration (API, Import, etc.)
Source System	String	Originating system name
Webhook URL	String	Callback URL for updates
API Version	String	API version used
Error Log	Text	Integration error messages

Line Items

Field	Type	Description
Line Number	Integer	Sequential line item number
Item Code/SKU	String	Product/service identifier
Description	Text	Item description
Quantity	Decimal	Number of units
Unit Price	Decimal	Price per unit
Discount	Decimal/Percentage	Line item discount
Tax Rate	Percentage	Tax rate for this item
Tax Amount	Decimal	Calculated tax for line
Line Total	Decimal	Total for this line item
Category	String	Item category
Unit of Measure	String	Unit type (EA, HR, KG, etc.)
GL Code	String	General ledger code

Line Items Interaction: Each line item provides complete visibility into how tax was calculated for that specific item.