Smart Guide to Viewing Invoice Payment Details

Managing invoices in IntoAEC isn’t just about looking at numbers — it’s about having a clear story of your payments at your fingertips.

Accessing Invoice Insights

• Head to Clients → Pick your client → Money Matters.

• Click on View Invoice Details to dive into all financial records.

• Use the Date Range Picker (From → To) like a time filter.

  • Want to see invoices from last week? Done.

  • Need all invoices for a quarter? Easy.

• Tap Apply → Instantly, your invoices appear, filtered and ready.

It’s like rewinding and fast-forwarding your client’s financial history on demand.

The Invoice Details Grid – Your Financial Command Center

Every column is designed to tell you something vital:

• Invoice No. → A smart ID for each invoice. Think of it as the invoice’s digital fingerprint.

• Amount → Shows the total charge, so you know the billing value at a glance.

• Created On → Tracks exactly when the invoice was born.

• Payment Schedule → Displays deadlines or installment plans. Like a built-in calendar for your payments.

• Status → Your real-time health check for each invoice:

  • Paid → Money secured, no action needed.

  • Awaiting Payment → Pending client action — keep an eye.

  • Partially Paid → Progress made, but balance still open.

  • Overdue → Urgent attention required — this one needs follow-up.

Why this matters: Instead of digging through spreadsheets or chasing emails, the Invoice Details Grid acts like your real-time financial radar — keeping you informed, alert, and always one step ahead.