Customer Invoice
AR-DEMO-2026-002
Review invoice balances, payment applications, collection plan dates, notes, PO exposure, and source dimensions.
Payment plan recorded
Planned payment Jun 14, 2026.
Balance
$8,500.00
$8,500.00 invoice total
Paid
$0.00
$0.00 applied
Due
Jun 14, 2026
Plan Jun 14, 2026
Client PO
PO-DEMO-250K
78.4% used
Collection Plan
Invoice Source
- Client
- Demo Client A (DEMO-CLIENT-A)
- HQ state
- TX
- Invoice date
- May 15, 2026
- Delivery
- sent
- Payment
- unpaid
- Source
- manual
- Project
- demo-project-managed-services
- Agreement
- Unassigned
Dimensions
client: DEMO-CLIENT-Aproject: demo-project-managed-serviceslocation: ILtaxability: non_taxablerevenue_stream: managed_services
Journal Draft
Generate a requested draft journal for finance review. The draft debits Accounts Receivable and credits revenue by invoice line.
- Journal eligibility
- Ready to generate
- AR debit
- $8,500.00
- Revenue credits
- $8,500.00
Add Collection Note
Invoice Lines
| Line | Description | Revenue Stream | Service Window | Qty | Unit | Amount | Location |
|---|---|---|---|---|---|---|---|
| 1 | Managed services retainer - June | managed services | May 15, 2026 - Jun 14, 2026 | 1 | $8,500.00 | $8,500.00 | TX HQ / IL delivery |
Payment Applications
| Payment | Date | Method | Status | Applied | Journal | Action |
|---|---|---|---|---|---|---|
| No payments have been applied to this invoice. | ||||||
Collection Notes
No collection notes have been recorded.