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Overview

The document detail page provides you with a comprehensive overview of all relevant information about a document. Here you will find key metrics, line items, payment information, and the complete activity history.

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Key Metrics

At the top of the document detail page you can see four important key metrics:
MetricDescription
Gross AmountTotal amount of the document including VAT
PaidSum of all payments received for this document
OpenOutstanding amount (Gross Amount - Paid)
Due DatePayment deadline of the document
The key metrics have visual indicators:
  • Paid is displayed in green when the document has been fully paid
  • Open is displayed in red when an amount is still outstanding

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Tabs

The document detail page is divided into several tabs:

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Overview

The Overview tab shows:
  • Line Items: All invoice items with quantity, unit price, and total price
  • Summary: Net amount, tax, and gross amount
  • Closing Text: The configured closing text for the document
You can expand or collapse all item details with a click on “Show All Details”.

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Payments

The Payments tab shows all transactions linked to this document:
ColumnDescription
DateDate of payment or transaction creation
StatusCurrent status of the transaction (e.g., Pending, Paid, Failed)
Payment MethodPayment method used (e.g., VISA, SEPA, PayPal)
AmountTransaction amount
DescriptionInternal reference number of the transaction

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Pending Payments

For pending payments (status “Pending”, “Processing”, or “Authorized”), an info icon is displayed next to the amount. Hovering over it shows a tooltip with the message “This amount will be collected shortly”.
If an error occurs while loading payments, you can reload the data using the “Retry” button.

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History

The History tab documents all activities and changes to the document:
  • Creation and finalization
  • Status changes
  • Payment receipts
  • Email sending
  • Manual notes and comments
You can also add your own comments in the history to document important information.
The right sidebar shows additional information:

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Document Details

  • Document Number: Unique number of the document
  • Document Date: Date of finalization
  • Service Period: Period to which the service relates
  • Subscription: Linked subscription (if applicable)
  • Payment Method: Currently assigned payment method

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Customer Information

  • Customer: Name and customer number
  • Billing Address: Complete billing address

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Linked Documents

For credit notes or cancellation invoices, the linked documents are displayed here:
  • Cancellation Invoice: Reference to the canceled document
  • Original Invoice: Reference to the original invoice
  • Reference Invoice: Reference to referenced documents

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Dunning

The dunning section is only displayed for open documents.
The dunning section shows:
  • Current dunning level
  • Dunning status (active, paused, completed)
  • Option to pause or resume
For more details, see Payment Defaults.

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Status Banner

Depending on the document status, banners are displayed at the top:
StatusBanner
Being FinalizedBlue info banner during finalization
CanceledYellow warning banner indicating cancellation
ClosedGray banner for manually closed documents

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Actions

Various options are available through the “Actions” button in the header:
Resends the document to the customer by email.See also: Resend Invoice
Changes the payment method and initiates a new payment collection.See also: Retry Payment
Records a manual payment for the document.See also: Add Payment
Creates a credit note for selected items.See also: Create Credit Note
Cancels the document and automatically creates a cancellation invoice.See also: Cancel Invoice
Finalizes the document and generates the PDF. After finalization, the document can no longer be edited.
This option is available for all document types (invoice, credit note, cancellation) in “Draft” status.
Shows a preview of the PDF before the document is finalized.
This option is available for all document types (invoice, credit note, cancellation) in “Draft” status.
Closes the document and removes it from the active overview.
This option is available for all document types (invoice, credit note, cancellation) in “Draft” status.

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PDF Preview

For finalized documents, the PDF is displayed directly in the detail view. You can:
  • Zoom in/out on the PDF
  • Download the PDF
  • Switch to e-invoice (if available)

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Frequently Asked Questions

A payment can be pending for various reasons:
  • Bank transfer: The customer must execute the payment manually
  • SEPA direct debit: The debit will be processed within the next few days
  • Credit card: Authorization was granted but not yet collected
The exact status is shown in the Payments tab.
A red “Open” amount indicates that the document has not yet been fully paid. The amount corresponds to the difference between the gross amount and payments already received.Once the document is fully paid, the “Open” amount is displayed in black with “0.00 EUR” and “Paid” is displayed in green.
No, the Payments tab is only available for finalized documents. No payments can be received for drafts.
Click on “Actions” > “Change Payment Method” and select a new payment method. The outstanding amount will automatically be collected via the new payment method.