Invoice Details

An invoice is a commercial document issued by a seller to a buyer relating to a sales transaction containing the products, quantities, and agreed-upon prices for products or services the seller provided to the buyer. Sana allows business customers to pay outstanding invoices online using a credit or debit card through a payment service provider directly from a webstore. Business customers can pay multiple outstanding invoices at the same time. Online payments of the open invoices from a Sana webstore are seamlessly integrated with the sales order processing and cash management modules of the ERP system.

On the Invoices history page, a customer can see up-to-date information about customer invoices, including invoice number, order number and date, bill-to name, total and outstanding total, invoice status, etc. A customer can see the Invoice details page by clicking View details on the Invoices history page in the Sana webstore. A customer can also search for a specific invoice by its number or order number, and filter invoices by date.

On the Invoice details system page in Sana Admin, you can see dummy data and you cannot see all information that is shown in the Sana webstore. The real information about invoices is taken from the ERP system, that’s why the data shown on the Invoice details page can differ depending on your ERP system.

Below you can see an example of the Invoice details page.

Edit Content of the Invoice Details Page

The Invoice details page is a system page that exists in Sana by default, but you can also change the content and styles of the Invoice details page if you want to look it different.

To edit the content of the Invoice details page, in Sana Admin click: Web pages > System pages. On the System pages page, you can see all available system pages and you can edit the Invoice details system page.

The Desktop and Mobile tabs hold the content elements of the Invoice details page that are shown on the desktop and mobile devices. Thus, the Invoice details page can be styled differently for the desktop and mobile devices.

There are several default content elements on the Invoice details page which you can edit:

  • Profile back link

  • Profile menu

  • Page title

  • Document messages

  • Document header

  • Document addresses

  • Document attachments

  • Document download report button

  • Document download report messages

  • Document reorder button

  • Invoice return order button

  • Invoice pay button

  • Document lines

Most of the above listed content elements are used only on the sales document pages.

Also, you can add and remove various content elements on the Invoice details page as well as use the content management system of Sana with the page layouts, row and column settings to create high quality and impressive design for the Invoice details page.

Using the Revert to default button you can revert any changes you have made to the page and start from scratch.

Content Elements on the Invoice Details Page

Below you can see the description of all standard content elements that are shown on the Invoice details page.

Profile Back Link

The Profile back link content element is used to show a back link on the Invoice details page. Using this link, a customer can go back to the Invoices history page from the Invoice details page in the Sana webstore.

You can easily change the text of the profile back link in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Profile Menu

The Profile menu content element is used to show the account menu on the Invoice details page.

For more information, see Profile Menu.

Page Title

The Page title content element is used to show a title and an invoice number on the Invoice details page.

The invoice number is taken from the ERP system.

Document Messages

The Document messages content element is used to show a system message on the Invoice details page, for example a warning that the products from the invoice cannot be reordered.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Header

The Document header content element is used to show the basic information about an invoice, for example invoice number, sales order number, status, date, shipping and payment method, payment terms, requested delivery date, etc. All details of the invoice are taken from the ERP system.

You can easily change the texts of the Document header content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Addresses

The Document addresses content element is used to show the customer’s addresses, such as shipping and billing addresses, but there can be some other addresses such as payer and sell-to addresses. The addresses availability depends on your ERP system and customer type.

You can easily change the titles of the addresses in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Attachments

The Document attachments content element is used to show the invoice attachments, for example a waybill or a copy of some extra documents. If you need to provide your customers with some additional documentation, the necessary files can be added to the corresponding sales document in the ERP system and shown on the Invoice details page. For more information, see Sales Document Attachments.

You can easily change the title of the Document attachments content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Button

The Document download report button content element is used to show a Download posted invoice detail button on the Invoice details page. Using this button, a customer can download a printable invoice (PDF file) generated by the ERP system. For more information, see Sales Reports.

You can easily change the Download posted invoice detail button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Messages

The Document download report messages content element is used to show a message on the Invoice details page. It informs a customer about generating an invoice report, or shows an error message if any problems with generating a report occur.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Reorder Button

The Document reorder button content element is used to show a Reorder button on the Invoice details page. Using this button, a customer can reorder the products which have been purchased before. In case, the product is not orderable anymore, a customer will be notified by a message in the shopping cart.

You can easily change the Reorder button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Invoice Return Order Button

The Invoice return order button content element is used to show a Return order button on the Invoice details page. A customer can create a return order based on invoice by selecting the order lines from the invoice to return. In this case, a return order can be created only when the order has been posted in the ERP system and the invoice has been created.

You can easily change the Return order button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Invoice Pay Button

The Invoice pay button content element is used to show a Pay button on the Invoice details page. The Pay button is shown only when invoice payments are enabled for B2B customers in Sana.

You can easily change the Pay button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Lines

The Document lines content element is used to show the invoice lines on the Invoice details page.

Each invoice line contains information about products a customer purchased, like product number and title, quantity, unit of measure, price, shipping status and date. Below the invoice lines a customer can also see shipping and payment costs, taxes and order total, etc.

The information about invoices is taken from the ERP system, that’s why the dummy data is used on the Invoice details system page in Sana Admin. The real data is shown to a customer in the webstore.

You can easily change the titles of the Document lines content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Content Element Advanced Settings

All content elements on the Invoice details page have advanced settings.

On the Advanced tab of the content element, you can configure height, width and spacing settings.

For more information about advanced settings, see Content Elements.

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