Once you have located a sales invoice on the sales invoices home or list pages, click the invoice number to display the sales invoice detail page.
See Sales Invoice Fields for a full description of the standard fields that make up a sales invoice.
The options available to you depend on your organization configuration and on the status of the selected sales invoice.
You may need to click the Classic View button to give yourself access to the following functions:
You may need to click Classic Edit to allow you to edit income scheduleUsed to spread the income (revenue) from a sales invoice across a range of accounting periods. and payment scheduleUsed to create a single invoice that has multiple values that are due for payment on different dates. information.
Notes and attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
This information will not be printed on the invoice.
The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.
The Event Logs section allows you to view the logs generated each time you print or email an invoice or credit note. Click the event log identifier to display the log detail. See Event Logs for more information.
The Sales Invoices Audit Report lists all sales invoices irrespective of status. The Sales Invoice Details Report shows you all sales invoice and sales invoice line item details.
See Reports Home and the "Reports" section of the Salesforce Help for more information.