Alpha Docs
ERP ModuleInvoices

PDF Generation

Generating and sending invoice documents

Invoice PDF Generation

Create professional invoice documents for delivery to clients.

Generating PDFs

From Single Invoice

  1. Open the invoice
  2. Click Download PDF or Print
  3. PDF generated and downloaded

Bulk PDF Generation

For multiple invoices:

  1. Go to Invoices
  2. Select invoices
  3. Click Download PDFs
  4. Zip file with all PDFs

Invoice Layout

Standard Sections

SectionContents
HeaderCompany logo, invoice title
AddressesYour address, client address
DetailsInvoice number, date, due date
Line ItemsProducts/services, quantities, prices
TotalsSubtotal, tax, total due
FooterPayment instructions, terms

Sample Layout

╔══════════════════════════════════════════════╗
║  [LOGO]              INVOICE                 ║
║                                              ║
║  Your Company           Bill To:             ║
║  123 Business St.       Client Name          ║
║  City, Country          456 Client Ave.      ║
║                                              ║
║  Invoice #: INV-2024-0001                    ║
║  Date: January 15, 2024                      ║
║  Due: February 14, 2024                      ║
║──────────────────────────────────────────────║
║  Description          Qty    Price    Total  ║
║  Product A            10     $50.00   $500   ║
║  Service B            5      $100.00  $500   ║
║──────────────────────────────────────────────║
║                       Subtotal:    $1,000.00 ║
║                       Tax (21%):     $210.00 ║
║                       TOTAL:       $1,210.00 ║
║──────────────────────────────────────────────║
║  Payment Instructions:                       ║
║  Bank: ABC Bank | Account: 1234567890        ║
╚══════════════════════════════════════════════╝

Email Delivery

Sending via Email

  1. Open finalized invoice
  2. Click Send Invoice
  3. Review email content
  4. Click Send

Email Contents

ComponentDescription
ToClient's billing email
SubjectInvoice [Number] from [Company]
BodyCustomizable message
AttachmentInvoice PDF

Email Templates

Customize email content:

  1. Go to Administration > Email Templates
  2. Select Invoice template
  3. Edit subject and body
  4. Use placeholders for dynamic content

Available Placeholders

PlaceholderInserts
{client_name}Client's name
{invoice_number}Invoice number
{invoice_total}Total amount
{due_date}Payment due date
{company_name}Your company name

Template Customization

Branding

Customize appearance:

  1. Go to Administration > Document Templates
  2. Select Invoice Template
  3. Upload logo
  4. Set colors
  5. Adjust layout

Adding Custom Fields

Include additional information:

  • Project name
  • PO number
  • Custom notes
  • Special terms

Multiple Templates

Different templates for:

  • Standard invoices
  • Pro-forma invoices
  • Different subsidiaries
  • Different languages

Document Settings

Number Format

Configure invoice numbers:

SettingExample
PrefixINV-
Year2024
Sequence0001, 0002...
ResultINV-2024-0001

Tax Display

How taxes appear:

  • Itemized per line
  • Summary at bottom
  • Tax-inclusive pricing

Currency Format

Display options:

  • Currency symbol
  • Decimal places
  • Thousand separator

Packing Slip

Generate packing slips:

  • Items for shipment
  • No pricing shown
  • Shipping address only

Credit Note

Credit document format:

  • References original invoice
  • Shows credit amount
  • Adjustment details

Statement

Client account statement:

  • All invoices
  • Payments received
  • Outstanding balance

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