ERP ModuleInvoices
Invoices Overview
Billing and invoicing in Alpha
Invoices Overview
The Invoices module handles billing, payment tracking, and financial documentation.
Invoice Lifecycle
stateDiagram-v2
[*] --> Draft
Draft --> Sent: Finalize & Send
Sent --> PartiallyPaid: Partial Payment
Sent --> Paid: Full Payment
PartiallyPaid --> Paid: Remaining Payment
Paid --> [*]
Draft --> Cancelled: Cancel
Sent --> Cancelled: CancelStatus Definitions
| Status | Description |
|---|---|
| Draft | Being prepared |
| Sent | Finalized, sent to client |
| Partially Paid | Some payment received |
| Paid | Fully paid |
| Overdue | Past due date, unpaid |
| Cancelled | Invoice cancelled |
Invoice Types
Sales Invoices
Bill customers for goods/services:
- Created from sales orders
- Created manually
- Recurring invoices
Credit Notes
Reduce amounts owed:
- Returns
- Discounts
- Corrections
Invoice Components
Header Information
| Field | Description |
|---|---|
| Client | Customer being billed |
| Invoice Number | Unique identifier |
| Invoice Date | Date of issue |
| Due Date | Payment due date |
| Reference | Related order/project |
Line Items
| Field | Description |
|---|---|
| Description | Item/service description |
| Quantity | Amount |
| Unit Price | Price per unit |
| Tax | Applicable tax rate |
| Total | Line total |
Totals
| Component | Description |
|---|---|
| Subtotal | Sum before tax |
| Tax | Calculated tax amounts |
| Total | Amount due |
| Paid | Payments received |
| Balance | Amount outstanding |
Key Features
Payment Tracking
Track payments against invoices:
- Record partial payments
- Multiple payment methods
- Payment history
PDF Generation
Professional invoice documents:
- Customizable templates
- Company branding
- Digital delivery
Recurring Invoices
Automate regular billing:
- Schedule frequency
- Auto-generate and send
- Track recurring revenue
Navigation
Access Invoices from ERP > Invoices:
- All Invoices - Complete list
- Draft - Unpublished invoices
- Outstanding - Awaiting payment
- Overdue - Past due invoices
- Paid - Completed invoices