View invoice details

This window is displayed when you have selected an invoice in the Invoice Inbox (AP50604S) or the Invoice inbox - overview (AP40106S) window and clicked the View details button.

• The bottom part displays the invoice lines. You can toggle to hide or show the lines by clicking the Hide lines button. The lines are displayed by default. If you choose to hide the lines, you will see more of the PDF invoice instead.
• To the right, you see the Document details panel. It displays details about the invoice and the various sums.
• In the Approval - information and process area's Action drop-down list, you can choose between these actions: Hold, Release, Exclude from processing, and Send to approval. Send to approval is the default action if you have a license for Visma.net Approval, if not, the default is Release.
  
  You can, for example, hold the invoice if you need to check something, and then write a comment in the Comment field until you have resolved the question.
• In the Initial approver drop-down list, you can select your preferred initial approver.
• You can also create an invoice from here. If you click the Create invoice button, the Purchase invoices (AP301000) window is displayed. This functionality is useful when you need to split an invoice, for example, to post the amounts on different subaccounts or if the invoice lines must be approved by different approvers.
  
  If you click the Inbox details tab in the Purchase invoices (AP301000) window, you can see the original document details, such as the VAT details.
• If you make any changes in the Invoice details window or windows that you access from here, remember to click before you click Back to close the window.