---
title: "Invoice Management: History Details"
url: "https://help.psarev.io/en/article/invoice-management-history-details"
language: "en"
last_updated: "2025-09-29T17:04:06.141Z"
---

# Invoice Management: History Details

The *History* tab on the Invoice Management screen allows you to review the history of batch processing on the Invoice Management screen and view additional details for each specific batch. Clicking the **View Details** link in any row takes you to the History Details screen specific to the type of action you selected. For example, clicking **View Details** in a row with the *CreateInvoices* **Batch Type** takes you to the Create Invoices History Details screen.

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## Create Invoices

![](https://cdn-assets.productfruits.com/23a21728-1a82-4459-92bd-6fcffd5f7a42)

Each field on the Create Invoices History Details screen is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Customer ID** | *Numerical identifier for the customer.* |
| 2 | **Customer Name** | *Name of the customer.* |
| 3 | **Invoice ID** | *Numerical identifier for the invoice.* |
| 4 | **Invoice Created Date** | *Date and time the invoice was created.* |
| 5 | **Invoice Due Date** | *Date that payment is due for the invoice.* |
| 6 | **Charges** | *Amount of charges on the invoice.* |
| 7 | **Credits** | *Amount of credits applied on the invoice.* |
| 8 | **Payments** | *Amount of payments applied to the invoice.* |
| 9 | **Taxes** | *Amount of taxes applied on the invoice.* |
| 10 | **Total** | *Total amount owed on the invoice.* |

* * *

## Email Invoices

![](https://cdn-assets.productfruits.com/17af814c-961d-48da-afc7-106d32ed134e)

Each field on the Email Invoices History Details screen is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Customer ID** | *Numerical identifier for the customer.* |
| 2 | **Customer Name** | *Name of the customer.* |
| 3 | **Invoice ID** | *Numerical identifier for the invoice.* |
| 4 | **Invoice Due Date** | *Date and time the payment for the invoice is due.* |
| 5 | **Invoice Amount** | *Amount owed on the invoice.* |
| 6 | **Email Status** | *Status of the email sent to the customer with the invoice.* |

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## Process Payments

![](https://cdn-assets.productfruits.com/ac366033-af85-4f36-89b9-4ba6b499070b)

Each field on the Create Invoices History Details screen is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Customer ID** | *Numerical identifier for the customer.* |
| 2 | **Customer Name** | *Name of the customer.* |
| 3 | **Address** | *Address for the customer.* |
| 4 | **Payment Date** | *Date and time the payment was processed.* |
| 5 | **Payment Amount** | *Amount for the payment.* |
| 6 | **Payment Number** | *Numerical identifier for the payment.* |
| 7 | **Reference Number** | *Reference number for the payment.* |
| 8 | **Method** | *Method for the payment.* |
| 9 | **Payment Status** | *Status of the payment.* |

* * *

## Available Actions

These actions are available on the History Details screens.

-   Return to the *History* tab on the Invoice Management screen by clicking the **Back** button in the top right corner of the screen.
-   Search the items displayed on this tab by selecting a column from the dropdown above the grid and entering text in the **Search** field. The list view updates to display records matching your search in the column you selected. 
-   Customize which columns display in the list view and the order in which they display by clicking the **Arrange** button and making the desired changes. See the [Arrange Columns](https://help.psarev.io/en/article/arrange-columns) article for more information.
-   Sort the results in the table by clicking the column label in the table header.
-   View more details for the customer by clicking the link in the **Customer Name** column. See the [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header) article for more information.