OpusPAY

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(c) Company name, 2020

Invoice Details

Invoice Details

Organisation Name and Address

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. Displays the name of merchant the invoice is generated for.	-	-	N	-	-	-

Invoice Date

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. Displays the Invoice Date provided on the Generate Invoices screen. Refer to the specifications for that screen here.	-	-	N	-	-	-

Plan

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Plan assigned to the Merchant. Refer to the specifications of that screen here.	-	-	N	-	-	-

Invoice Period

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	If first time invoice generation show as "Up to <Invoice Period To Date>" 2. If there are already generated invoices then, show "<Last Invoice Date> to <Invoice Period To Date>"	1. This will display the Invoice Period provided by the Generate Invoices screen - Preview Button click. Refer to the specifications of that screen here.	-	-	N	-	-	-

Invoice Number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Invoice Number generated by the Generate Invoices - Accept button click. Refer to the specifications for that screen here.	-	-	N	-	-	-

Tier level summary

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Grid	-	1. This area of the Invoice displays the summary of the transaction fees using the transaction count and applicable rate for that tier. This is calculated on the Generate Invoices screen - Preview Button click. Refer to the specifications of that screen here.	-	-	N	-	-	-

Number of Transactions

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. Displays the number of transactions reached in a given tier.	-	-	N	-	-	-

Applicable Tier Rate

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. Displays the rate applicable per transaction or per month for a given tier. Based on the Plan the merchant is linked to.	-	-	N	-	-	-

Frequency

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. Displays if the tier level rate is applicable per transaction or per month.	-	-	N	-	-	-

Invoice Subtotal

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Invoice Subtotal (Sum of Tier-Level Totals).	-	-	N	-	-	-

Tax Rate

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Tax Rate assigned to the Merchant as per Tax Groups. For the specifications of assigning the Tax Rate, view the screen here. 2. Display the Tax Rate as a percentage.	-	-	N	-	-	-

Tax

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Tax being charged to the merchant as per their Tax Rate (Subtotal multiplied by Tax Rate).	-	-	N	-	-	-

Currency

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This should display the currency the Merchant will be invoiced in. Based on the Plan the merchant is linked to. Refer to the specifcations of the Plans screen here.	-	-	N	-	-	-

Invoice Total

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text Field	-	1. This will display the Invoice Total (sum of subtotal and applicable tax).	-	-	N	-	-	-

Transaction Details

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Grid	-	1. Lists all transaction details for the parent merchant that have not been invoiced yet. 2. They should be sorted by transaction dates in ascending order.	-	-	N	-	-	-

Close

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Grid	-	1. This should close the invoice pop-up and navigate the user to Generate Invoices screen. Refer to the specification for that screen here.	-	-	N	-	-	-

Page Break

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
-	-	1. This can be ignored. It is only here to display an example of what the transactions would look like on multiple pages.	-	-	-	-	-	-

Merchant Sub Account Transaction Details

Displays all transactions for the Merchant Sub Account. Repeat this section for each Merchant Sub Account.