Navigating the Recurring Invoices Details Page

This article describes the fields and actions on the Recurring Invoices Details page, which is accessed from the Recurring Invoices grid by clicking the Name link or View  icon.

Note: Refer to the Creating a Recurring Invoice article to learn more about creating recurring invoices.

Note: The visibility of fields, tabs, and information in Corpay Complete is determined by a Company’s configuration and the roles assigned to users. As a result, certain pages, information, and features may not be accessible or the information may be available in a view-only format.

Invoice Info Tab

The Invoice Info tab displays general information about the recurring invoice.

Note: To edit information on the Invoice Info tab, click the Edit Invoice button.

The following table explains each field on the Invoice Info tab.

Field	Description
A – Edit Invoice	Click the Edit Invoice button to open the Edit Recurring Invoice page. Note: This button is available on all tabs on the Recurring Invoices Details page.
B – Vendor	This field contains the Vendor’s name. Click the Vendor link to open the Vendor Details page.
C – Vendor ID	This field contains the unique identifier for the Vendor.
D – Subsidiary	This field contains the subsidiary for the Vendor.
E – Amount	This field contains the recurring invoice amount.
F – Currency Code	This field contains the currency code for the recurring invoice.
G – Payment Method Type	This field specifies the payment method type to be used for the recurring invoice.
H – Payment Terms	This field contains the payment terms for the recurring invoice.
I – Submit Date	This field contains the submission date for the recurring invoice.
J – Submitter	This field contains the name and email address of the person who created the recurring invoice. It also contains the creation date.
K – Submitter Type	This field will either display Company or Vendor. Invoices submitted through the Vendor Portal will always say Vendor.
L – Requestor	If the recurring invoice was requested by a staff user, their name will display in this field.
M – Frequency	This field displays the frequency of the recurring invoice: Weekly Monthly Quarterly
N – Start Date	This field displays the start date for the recurring invoice.
O – End Date	This field displays the end date for the recurring invoice, if any.
P – Next Invoice Date	This field displays the date when the next invoice will be created for the recurring invoice.

Line Items Tab

The Line Items tab displays information about line items for the recurring invoice.

Note: To edit information on the Line Items tab, click the Edit Invoice button. Then, click the Line Items tab on the Edit Recurring Invoice page.

The following table explains each column on the Line Items tab.

Field	Description
A – Item #	This column contains the item number and name.
B – Unit Price	This column contains the unit price for the line item.
C – Qty	This column contains the quantity of the line item.
D – Amount	This column contains the line item’s amount, which is calculated based on the Unit Price and Qty fields.
E – Tax	This column contains the tax on the line item.
F – Total	This column contains the total amount of the line item, which is calculated based on the Amount and Tax fields.

Expenses Tab

The Expenses tab records the accounts funding the invoice. The entries on the Expenses tab are created during the recurring invoice creation process.

Note: To edit information on the Expenses tab, click the Edit Invoice button. Then, click the Accounts tab on the Edit Recurring Invoice page.

The following table explains each column on the Expenses tab.

Field	Description
A – Account Type	This column contains the type of account for the expense.
B – Account	This column displays the account associated with the invoice expense. It includes the GL code and the description of the code.
C – Tax	This column displays the tax associated with the invoice expense.
D – Amount	This column displays the amount of the invoice expense.
E – Department	This column displays the department associated with the invoice expense.
F – Business Unit	This column displays the project associated with the invoice expense.
G – Location	This column displays the location associated with the invoice expense.
H – memo	This column contains additional notes or information about the invoice expense.

GL Impact Tab

The GL Impact tab provides a detailed view of how invoice payments affect the general ledger (GL), ensuring financial accuracy and transparency across departments, business units, and locations.

Note: To edit information on the GL Impact tab, click the Edit Invoice button. Then, click the Accounts tab on the Edit Recurring Invoice page.

The following table explains each column on the GL Impact tab.

Field	Description
A – Account Type	This column contains the type of GL account. Debit Account – General ledger that records money coming into an account (refunds). Credit Account – General ledger that records money coming out of an account.
B – Account	This column contains the GL code and the description of the code.
C – Amount	This column contains the invoice amount.
D – Department	This column contains the department to which the invoice is connected.
E – Business Unit	This column contains the business unit to which the invoice is connected.
F – Location	This column contains the location to which the invoice is connected.
G – Project	This column contains the project associated with the invoice.
H – memo	This column contains additional notes or information about the invoice expense.

Payment Method Tab

The Payment Method tab allows users to view the payment information that was or will be used to pay the recurring invoice. This information is obtained from the vendor's designated payment method.

The following table explains each column on the Payment Method tab.

Field	Description
A – Bank	This column displays the name of the bank or financial institution used to pay the invoice.
B – Type	This column displays the type of payment method.
C – Account Type	This column displays the type of account.
D – Currency	This column displays the currency for the payment method.
E – Bank Address	This column displays the address of the bank or financial institution.

Additional Coding Fields

If a Company is configured for custom and additional coding fields, and those fields are found on an invoice, the Additional Coding Fields panel displays information about those custom fields.

 Note: The information in the Additional Coding Fields panel will vary depending on Company configuration.

Invoices History

The Invoices History panel shows a list of all invoices that were created from the recurring invoice.

The following table explains each column in the Invoices History panel.

Field	Description
A – Number	This column displays the invoice number. Click the invoice Number link to open the Invoice Details page.
B – Status	This column displays the status of the invoice.
C – PO Numbers	This column displays the purchase order number(s) that are connected to the invoice if applicable.
D – Date	This column displays the date when the invoice was created.
E – Amount	This column displays the invoice amount.

Documents

The Documents panel contains uploaded invoice files and supporting documents for the recurring invoice.

The following table explains the actions in the Documents panel.

Field	Description
A – Upload	Click the Upload button to open the Upload Files dialog where users can upload any documentation that is relevant to the invoice, including receipts or proof of service.
B – File Attachment Preview	Click the document thumbnail to open the File Attachment Preview dialog, where users can view, print, and download the document.
C – Download	Hover over the document and click the Download  icon to view and download a copy of the document.
D – Delete	Hover over the document and click the Delete  icon to delete the document.

Data Audit Log

The Data Audit Log tracks every step a recurring invoice takes, from its creation to its paid status. Users can utilize the Data Audit Log to keep track of their data audits.