Line Item View

The Line Item View shows charge transactions with corresponding receipts and adjustments. Line Item View gives you details about the selected invoice not accessible in C/R/A View.

You have the option of seeing this view with or without grid lines; uncheck Grid Lines? if you prefer none.

If there is a minus sign , full details are displayed. Click on the minus sign if you do not wish to see the details for that charge, in which case the minus sign changes to a plus sign . If the icon is blank , no details are available beyond the charge information; no receipts or adjustments were applied to this particular charge. If you wish to quickly see all details for all charges in the invoice, click Expand All (the default view). To close all charge details, click Collapse All.


Click on a line to highlight it. Information appearing in the Selected Charge Balance box at the bottom of the screen summarizes the amount of the selected charge, receipts, and adjustments applied against the charge, and the subsequent balance. You can determine the status of the charge by understanding the meaning of the figure in the Selected Balance field, as follows:

  • If Selected Balance shows a 0, the charge has been fully paid;
  • If Selected Balance shows a positive number, the charge is not fully paid and a balance is outstanding;
  • If Selected Balance shows a negative number, the charge was overpaid.

In the Total Charges Balance fields at the bottom of the screen you can see a summary of all the transactions (charges, receipts, adjustments) for the entire invoice, along with the resulting balance. This box allows you to view in summary form all the information itemized in the C/R/A View.