Viewing Document Details

Document Detail Page Layout

The document detail page is divided into two columns. The main column (left) contains the line items table, totals breakdown, notes and terms, payment history, and related documents. The sidebar (right) shows customer information, document details and timeline, and linked records.

Document Header

The header displays the document code (e.g., INV-KD-0001), document type badge, and status badge. Below it, the customer name and issue date are shown. The action buttons (Send, Convert, Remind, Duplicate, Print, Void) appear on the right side of the header.

Line Items Table

The items table shows all line items on the document with six columns: Description, Quantity, Price (unit price), Discount (per-item), Tax (calculated amount), and Total (line total after discount and tax). Each column helps you verify the billing details at a glance.

Totals Breakdown

Below the items table, the totals card shows a detailed breakdown of the document's financials.

• Subtotal — sum of all line item totals
• Discount — document-level discount (if applied)
• Tax — total tax amount, with a note if tax-inclusive
• Total — final document total after discounts and tax
• Paid — total amount paid so far (invoices only)
• Balance Due — remaining amount owed (invoices only), highlighted in amber if outstanding or green if fully paid

Payment History

For invoices with recorded payments, the Payments section displays a table with the payment date, payment method, reference number, and amount for each payment. This provides a complete audit trail of how the invoice was settled.

Sidebar Information

The sidebar contains three cards with contextual information about the document.

• Customer — shows the customer name, phone, email, and billing address. Includes a 'View Customer' link to the customer's full profile.
• Details — shows the issue date, due date or valid-until date, version number (for revised documents), created-by user, sent date and channel, first viewed date, approval or rejection date, and reminder count.
• Linked — shows clickable links to the repair or sale that the document was created from (if applicable).

Related Documents

When documents are connected — such as a quotation that was converted to an invoice, or a document that has been revised — the Related Documents section shows links to all connected documents. Each link displays the document code, type, and status.

Customer Approval (Quotations)

For quotations, an additional Customer Response card appears in the sidebar after the customer has responded. It shows whether the quotation was Approved or Rejected, the response date, any note the customer included, and the customer's digital signature if they provided one.