Invoices

Invoice Management – Complete Billing Solution

The Invoice Management system provides a comprehensive solution for creating, managing, and tracking invoices with advanced tax configuration, client management, and professional billing capabilities.

Invoice Add – Create Invoice

Create Invoice Interface

Dynamic Form

Create Invoice form showing client selection, line items, tax configuration, and real-time calculations

1. Header Section

Client & Contact

Contact

Select from contact list (required field)

Mandatory Redirects to Contact Add if empty

➕ Add Contact

Shortcut to add new contact directly from invoice form

Invoice Details

Invoice Number Auto-generated

Order Number Optional

Invoice Date Issue date

Due Date Payment deadline

2. Line Items Table

Item Details

Qty

Rate

Discount

Tax

Amount

Action

Service Item 1

1

$100.00

10%

VAT 10%

$99.00

➕ Add Item

Open item selector or creation modal

➕ Add New Row

Manually add new billing row

3. Tax Type Configuration

Inclusive

Prices include tax. Tax amount extracted from rate.

Exclusive

Prices exclude tax. Tax added on top.

Not Selected

Hides tax dropdown. No tax applied.

Tax Exempt

Explicitly marks invoice as tax-free.

4. Summary Section

Sub Total $200.00

Total Tax Amount $20.00

Shipping Charges $15.00

Adjustment -$5.00

Round Off $0.50

Total $230.50

5. Additional Fields

Notes

Invoice-specific notes visible to client

Terms & Conditions

Define T&C or legal notes

Attachments

Upload supporting files via "Choose file"

6. Actions & Validations

🚨 Validations

• Client selection is mandatory
• At least one item required
• Tax Type must be properly configured
• Auto-calculations update in real-time

Flow Summary

1

Select/Add Contact

2

Input Details

3

Add Items

4

Configure Tax

5

Add Notes/Files

6

Review Totals

7

Click Save

Invoice List – Management Dashboard

Invoice List Interface

Dashboard

Invoice List dashboard showing all invoices with status, amounts, and management actions

Invoice Table Overview

Column	Description
#	Serial number (row index)
Invoices	Auto-generated invoice number (e.g., INV0001, INV0002)
Order Number	Optional order reference linked to invoice
Client Name	Contact the invoice is issued to
Amount Due	Remaining balance to be paid
Amount	Total invoice value including tax, shipping
Status	✅ Paid ❌ Unpaid ⏳ Partially Paid
Created On	Invoice creation date
Due Date	Payment due date

Actions Column

🧾 Record Payment

Opens payment form

✏️ Edit

Modify invoice

🗑️ Delete

Confirmation prompt

Top Bar Functionalities

Search Bar

Filter invoices by number or client name

+ Add Invoice

Opens new invoice creation form

Filter

Filter by status, client, or date

Export

Download in PDF, CSV, or Excel

Invoice Single View – Download Page

Invoice Download Interface

Print/Download

Invoice single view showing complete breakdown for printing or downloading

Header Section

Invoice #

Unique invoice number (e.g., INV0002)

Issued On

Invoice creation date (e.g., 26 Jul 2025)

Due On

Payment due date

Billing Details

Bill From

Organization issuing the invoice

Bill To

Client/customer being billed

Email/Phone

Contact information for both parties

Item Table

Item & Description

Item or service provided

Quantity

Number of units

Rate

Price per unit

VAT Amount

Tax amount per item