Invoice detail
Review, edit, and approve an individual invoice — fields, line items, PDF viewer, approval log, notes, and history.
Invoice detail
The invoice detail panel opens when you click an invoice in the list. It shows the full picture of one invoice: editable fields on the left, a live PDF viewer on the right.
Navigation tabs
| Tab | Contents |
|---|---|
| Data | Invoice fields, line items, accounting entries, and the approval log |
| Notes | Internal notes left by any user |
| History | A timeline of every status change and action taken on this invoice |
Invoice fields
The Data tab shows all fields your administrator has configured — core fields (document number, creditor, total amount, due date, currency) and any company-specific custom fields. Read-only fields cannot be edited directly.
Fields save automatically when you leave them (on blur). If the invoice is locked by its current status, a Fields locked badge appears and no edits are possible.
Invoice lines
When your company uses invoice lines, a table below the fields shows each line item: description, unit, quantity, unit price, any custom line columns, and the line total. The footer shows:
- Lines total — sum of all line amounts
- Difference — gap between the lines total and the invoice's total excluding tax. Green = they balance; amber = they differ.
Accounting
If the accounting module is enabled, an accounting panel appears below the lines. Here you can post dimension values (cost center, project, account, etc.) for this invoice.
Approval log
Click Click to load approvals to expand the log. It records every approval step: who approved, when, from which status, and to which status.
PDF viewer
The right half of the panel shows the invoice PDF inline — no download needed for quick review. Use the Download menu (↓ icon in the toolbar) to save:
- The original invoice PDF
- A generated readable preview (for structured e-invoices like Peppol/OIOUBL)
- The source XML (for e-invoices)
- The source email (.eml) if the invoice arrived by email
Split mode
Click the external-link icon in the toolbar to detach the PDF into a separate browser window — ideal for dual-monitor setups. The fields and lines then expand to full width. The split window stays synchronized as you navigate between invoices.
Toolbar actions
Depending on your permissions, the toolbar may include:
- Back — return to the invoice list without closing the detail
- Bulk-action buttons — appear when multi-select is active
- Test AI extraction (admin only) — runs the configured AI extraction prompts against this invoice and shows the results
- Split mode toggle — opens / closes the detached PDF window
- Download menu — all downloadable formats for this invoice