Invoice details: read the customer document
Inspect the invoice, outstanding balance, services, and transaction history.
2 min read · 5 steps
Where to go
Finance → Invoices → Invoice
Step by step
- 1
Open the invoice document for the correct customer and booking.
- 2
Confirm the invoice reference, currency, passenger and service information, line amounts, and total.
- 3
Review the outstanding amount and the Receipts & Payments section to understand recorded settlements.
- 4
Use the available print or PDF action when you need a document copy; Save as PDF is selected in the browser print flow.
- 5
If the page reports that another user is working on the invoice, wait until they finish or the lock expires before attempting an edit.
Good to know
Check transaction references when investigating a balance. A copied invoice is not evidence that money has been received.
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