Invoice Record Details

To access the Invoice Record Details simply click the Edit Invoice Icon from the Invoicing main page.

Outside of being able to view/edit your previously entered Invoice Details there are other interesting features to the Invoice Record Details! Let's take a look:

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BILLING STATUS

When you get paid the Invoice Record Details pop-up window allows you to edit the Billing Status.

After you select "Paid" you will see that the Date Paid field box appears!

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DATE PAID

Enter the Date when you got Paid.

DATE BUTTON

To enter the Date Paid click on the Calendar Button next to the field box to launch the pop-up Calendar Picker.

•	SCHEDULING: When you enter the Date Paid PerformerTrack automatically removes the 'Payment Due By' Date from your Calendar so you don't have to! Cool, huh?!

•	The Date Paid is NOT tied to the Calendar Section because it is NOT a scheduled appointment that needs to be in you Calendar. The Date Paid is merely a good reference for you to call back upon when needed.

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I UNDERSTAND

The "I Understand" check box is there to make sure that you are fully aware of the Important Note!

Here is the Important Note:

•	You MUST now enter this payment into the proper "Project Income" area in the "Income & Expenses" Section for this project! Failing to do so will cause your income records to be INCORRECT!

So, do you Understand this?

Great!

Then do the following:

Step 1)

Click on the "I Understand" check box

Step 2)

Click the Update Button.

Step 3)

Finally, go to the Project Income section and record this Paid Invoice!

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NOTES

Here is where you can enter any Notes regarding this Invoice!

•	JOURNALING: The Notes you enter is Journaled in the Contact's History! The Journaling feature is simply amazing! It allows you to see over time how you have interacted with Contacts and how they have been an influence on your career!