A/R Reserve Invoice Detail
The A/R Reserve Invoice detail page shows the customer reserve, line tracking, totals, source document, fiscal data, credit banner, history, and workflow actions.
Accessing the Page
Section titled “Accessing the Page”From A/R Reserve Invoices, click any row, or navigate directly to /finance/ar/reserve-invoices/:id.
Actions
Section titled “Actions”| Action | Description | Permission |
|---|---|---|
| Back | Return to the list | Any |
| History | Open field-level history | Any |
| Edit | Open Edit A/R Reserve Invoice for Draft reserves | canEditARReserveInvoice |
| Delete | Delete a Draft reserve | canDeleteARReserveInvoice |
| Post | Transition Draft to Posted | canPostARReserveInvoice |
| Cancel | Cancel the reserve; Posted cancellation requires a reason | canPostARReserveInvoice |
| Duplicate | Create a new Draft copy | canCreateARReserveInvoice |
| Create Delivery | Open /commerce/sales/deliveries/new?fromARReserveInvoice=:id when status supports delivery | Any eligible user |
| Download Fiscal PDF | Download provider PDF when fiscalized | Any |
Detail Sections
Section titled “Detail Sections”- Customer, document date, due date, contact, addresses, currency, reference, remarks
- Payment terms, price list, sales person, line items, taxes, discounts, totals, and balance due
- Source Sales Quotation or Sales Order badge when source-created
- Fiscal identifier and fiscal PDF/XML actions when fiscalized
- Credit banner on Draft documents when customer credit data is available
- Mask banner when the user lacks access to the selected price list
Business Rules
Section titled “Business Rules”- Draft reserves can be edited or deleted.
- Posted reserves can launch delivery creation.
- Fiscalized documents cannot be cancelled directly; use a credit memo reversal.
- Receipts and credit memos update balance and settlement status.
Related Pages
Section titled “Related Pages”- A/R Reserve Invoices — List all reserves
- Create A/R Reserve Invoice — Create a new reserve
- Edit A/R Reserve Invoice — Update a Draft reserve
- Fiscal Integration — Fiscal provider behavior
- Payment Receipts — Apply customer payments