The Invoice Overview displays all information for an invoice. The invoice name, Options list, star and print buttons are shown at the top of the overview. Clicking on the star will toggle whether or not the invoice is starred by you. Starred items will have an orange star icon throughout JForce and will show up on your Dashboard. Clicking the print button will display the overview in a popup window. This allows you to print just the overview and not the rest of the information on your site.

The next section dislpays the contact information for the owner company and the client company. The top-right section of the overview displays the unique invoice number and the Valid Until date. Below this section you will see the name of the Project that the invoice is on. Clicking on the project name will take you to the Project Overview page. If the invoice is associated with a Milestone then the milestone name will be listed below the project. If you are able to view the milestone then it will be shown as a link that you can click to view the Overview page for that milestone. If there are Assignees on the invoice then their names will be listed below the milestone. Each assignee's name will be shown as a link if you are allowed to view details about that person.

The Invoice Description is displayed next, followed by any Times or Services on the invoice. Each time row will show the name of the user, a description for the time entry, the task that the entry is associated with, the number of hours, the monetary rate per hour, and the total cost for the entry. Each service row will show the name of the service, a description of the service, the number of times that service was performed, the service subtotal, and the service total including any discounts or taxes. Below the times and services you will see the totals for times, services, and the grand total.

At the bottom of the invoice overview you will see the contact details for the owner company. The address is formatted using the Address Separator you set in the General Configuration from the administrator panel.

Options

The Options drop-down will only be available if there are assignees on the invoice or if your access role allows you to create invoices. Clicking the Edit Invoice link will take you to the invoice form where you can edit the details of the invoice. See the Invoice Form page for more details on editing an invoice. Clicking the Remind Assignees button will pop up a modal window allowing you to send a customized email reminder to all of the assignees. Clicking the Copy Invoice link will allow you to create a copy of the invoice.

Comments

At the bottom of the overview page, you will see a list of any comments that have been made on the invoice. The comment heading

Comment Attachments

If there are attachments on a comment, you can click the link to download the file. If the attachment is an image then hovering over the link will display a tooltip with a thumbnail preview of the image.