Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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IDI version 26.8 is now available.  Click here for details: IDI Updates.

Side-by-side Invoice Summary

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The initial view shows the three latest invoices (current and two previous). The arrow button at the far right let’s you scroll to show earlier previous invoices, while always displaying the current invoice at the left. ()

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From this view, you can navigate to the Invoice Detail (single Invoice Summary) page for a selected invoice, create a PDF for a selected invoice (if enabled), or show a comparative view of two invoices.

Scrolling Previous invoices

Use the arrow button at the right to scroll back to earlier previous invoices.

Note that only the previous invoices change. The current invoice is always displayed at the left. On scrolling back, a second arrow button is available to let you return (scroll forward) to more current previous invoices.

Generating a PDF

Each invoice represented on the Summary view has a button for generating a PDF for that invoice. This is equivalent to the View PDF function on the Invoice Detail page. Note: The availablity of the View PDF button is controllable via theView Invoice PDFs setting.

Comparing Invoices

Each invoice presented on this summary view has a button to let you compare that invoice with another. When you click the Compare button for an invoice, you leave this view and land on the single Invoice Summary page for the selected invoice in Compare mode. How to use this view is described in Comparing Invoices.

Note

To return to the side-by-side Invoice Summary view from Compare mode, you need to navigate back to the Customer page and re-select Invoice Summary.

Clicking the date field on this view takes you to the single Invoice Summary view for that invoice.