Invoice Detail Page

Invoices in Cartwheel are documents issued by your agency requesting payment for goods or services provided. It outlines the transaction details, including itemized costs, total amount due, and payment terms. See below for a detailed description of each element of the invoice page in Cartwheel.

To view the invoice details page, navigate to the list of invoices and click on an invoice in the list.  See below for a detailed description of each element of the invoice detail page.

1. The Status & Action Header

The status and action header will be present on the top of every invoice. On the top-left of the screen you will see the invoice status displayed after the Invoice Number. The invoice status can be “Unsent,” “Unpaid,” “Overdue” or “Paid.” See the Invoice Workflow article for more detailed information on invoice statuses and their meaning..

In the top-right you will find all your available actions. Click “Mark as paid” to mark the invoice as paid. Click “Download” to download a PDF version of the invoice. Click “Send” to send the invoice to email recipients.

2. Billing Organization’s Information 

The name or logo of your billing organization, or agency, will display beneath the invoice number. On the far-right side you will see the agency's address.

3. Invoice Details

Beneath the billing organization’s information you will find the details of your invoice. The “Invoice Issue Date” represents the date the invoice was issued. The “Due Date” indicates the deadline for paying the invoice. Lastly, the “Bill To” represents the party responsible for paying the invoice.

4. Primary Total Due 

The total due displays the total amount of the invoice that must be paid by the invoice’s due date.

5. Attachments

If there are attachments to your invoice, they will display in the attachments section. To view attachments, click on the “Attachments” label, and the section will open. If there are attachments present, they will be listed by name. You can click on the name of an attachment to view it in a new tab. To add attachments, click on the “Add Attachments” on the far-right. For more detailed information on attachments, see the Adding, viewing and removing attachments article.

6. Cost Breakdown

The cost breakdown represents the details of the work being charged for in the invoice. The column and information displayed in this section may vary.

7. Secondary Total Due
In addition to being displayed at the top, the total amount of the invoice that must be paid by the invoice due date will also be displayed beneath the cost breakdown.

8. History

The history section will show you a timeline view of all the users, including clients, that have viewed the invoice.

9. Terms and Conditions

Click on the “Terms and Conditions” link at the bottom of the invoice to view your terms and conditions.