Open Invoice List Display

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The Open Invoice List Display content item allows users to pay listed open invoices. This content item should be placed on the individual and organization account pages. Organizations can choose to restrict the invoices by a specific financial entity. Once selected, only the open invoices for that financial entity will display. This content item allows users to select which invoices they would like to add to their cart for payment instead of paying for every open invoice.

Note: The Open Invoice List Display content item supports displaying up to 1000 open invoices for a contact.

This content item can be seen out-of-the-box on the contact Account Page (@/iCore/Contacts/ContactLayouts).

Open Invoice List Display configuration options

This content item uses the Common content item configuration options, in addition to the following:

  • Limit users who can view data for other contacts - (enabled by default) If this option is enabled, only authorized users can view information for contacts other than themselves. This prevents other users from changing the ID in the URL to access another contact's data. Authorized users include staff and Company Administrators for a group to which the contact belongs. Disable this option to allow all users to view information for other contacts, such as for a public profile. If this option is disabled, the system security settings determine whether a user must be logged in to view information for other contacts.
  • Restrict invoices by financial entity - From the drop-down, select a financial entity to filter the open invoices that are displayed. Once selected, only the open invoices for the specified financial entity are displayed.
  • Display options when no invoices are due - Select the option to determine how the content item is displayed when there are no open invoices due:
    • Hide content - When no invoice is due, the content item is not displayed.
    • Show empty grid with message - The empty grid is displayed with the No open invoices message displayed in the middle of the grid.
      • No open invoices message - (required) Enter a message to be displayed when there are no open invoices due.
  • Include the following invoice types – Select the invoice type you want displayed in the Open Invoice List Display content item. You can select multiple invoice purposes to be shown on the same instance of the content item. See Understanding the invoice types for specific details.
  • Include only invoices due within [n] days – Limit the invoices that are displayed in this content item. If the Due Date on the invoice does not fall within the date range specified, the invoice will not be displayed. If this option is not selected, the field is disabled.

    • Note: This option is disabled by default. When enabled, the default value of this option is 60.