Invoice

Finance / invoicing
The Invoice module allows users to efficiently create, manage, track, filter, and export invoices. It ensures accurate invoice details, client information, payment tracking, and comprehensive audit logs, significantly simplifying financial management and administrative workflows.
 
Core Functionalities:
 
Invoice Management
Creation, viewing, editing, and crediting invoices.
Accurate recording of revenue lines with clear pricing breakdowns.
Automatic PDF generation and regeneration upon invoice updates.
 
Filtering & Search
Quick search functionality (invoice number, events, status).
Advanced filtering by client, event, status, and date ranges.
Clearing and applying multiple filters simultaneously.
 
Export & Download
Ability to export invoice data in CSV format.
Invoice batch downloading (multiple invoices zipped).
Single-invoice PDF downloads.
 
Client & CRM Integration
Quick access to detailed client CRM information.
Visibility of complete client details (address, contact person, VAT, reference number, PO number, event).
 
Invoice Logs & Tracking
Comprehensive logging (created, sent, viewed, paid, reminders, notes).
Adding notes, payment details, and sending automatic reminders.
 
 
Invoice Preview & Details
Quick preview of invoices before downloading or sending.
Accurate display of totals, VAT, outstanding amounts, and notes.
 
Improvements and Changes After Fixing Core 8 Issues:
Filtering & Usability Improvements
Advanced filters will function correctly, significantly improving usability and accuracy.
Filters by event, client, status, start date, and end date accurately display relevant invoices. Enhanced Reliability of Invoice Actions Credit invoice functionality reliably reverses or adjusts invoices.
PDF regeneration & downloading consistently reflects updated data, ensuring accurate documentation.
Revenue Line & Financial Accuracy. Complete and accurate calculation of totals, subtotals, unit prices, quantities, and VAT amounts.
Better Client Information Handling
Users can easily add and edit PO references, streamlining internal and external financial communication. Improved Logging & Auditing
Invoice logs will reliably show events (creation, sending, payment, reminders, views, notes), supporting stronger audit trails and transparency.
Enhanced Notifications & Reminders
Automated reminder notifications function correctly, helping maintain payment punctuality and improving cash flow.
Invoice Previews
Invoice preview accurately represents invoices before finalization, avoiding mistakes before sending documents to clients.