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Invoices

Invoice Detail

Invoice fields, tabs, and available actions

Open any invoice from the invoice list to access its detail page.

Fields

Invoice-specific fields shown in the right-hand detail panel:

FieldDescription
Invoice NumberSupplier's invoice reference number
Order NumberRelated purchase order number (if applicable)
StateCurrent approval/lifecycle state
Payment MethodBank transfer, cash, card, etc.
Delivery MethodPostal item, courier, pick-up, etc.
LanguageInvoice language
Issued DateDate the invoice was issued
Delivery DateDate of delivery of goods/services
Due DatePayment due date

Supplier (Company)

Name, address, IČO, IČ DPH, bank account details.

Purchaser

Consumer name and address details.

Line Items

Each item shows: description, quantity, unit, unit price, and VAT rate.

Prices

Net amount (without VAT), VAT amount, and gross total.

Tabs

Preview

The rendered invoice document (PDF viewer).

History

Full action history — see Document Detail → History.

Comments (conditional)

Threaded discussion — shown when comments exist on this document.

Credit Notes (conditional)

Credit notes issued against this invoice — shown when at least one credit note exists.

Files

Attachments linked to this invoice.

Actions

ActionWhoDescription
Submit for ApprovalSubmitterEnter the approval workflow
Approve / RejectApproverApproval step action
Create Credit NoteSubmitter / AccountantIssue a corrective credit note
Download PDFAnyDownload a PDF copy of the invoice

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