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Invoices are finance records — no other role sees this module (PRD §3.2–3.4, §3.6).

Invoices & notes

Per PRD §11: invoices link to Job Orders with due date, payment status, tax and PDF. CN references its original invoice; DN references a Job Order — both carry reason + amount + approval.

Invoices

§11 · number generated by backend · overdue = past due date & unpaid
InvoiceJob orderCustomerAmountPaidDue dateStatus
Numbering & posting. Invoice numbers are generated by the backend on posting (§11); drafts hold no number. Recording a payment writes a journal entry (TASK-048) automatically. CN approval is Finance/Super Admin; posting a CN reduces the outstanding of its original invoice. Overdue detection uses due date vs today (2026-09-06) and feeds the §14 Invoice overdue notification.

Record payment

Writes the payment, updates the invoice status (Paid / Partial) and posts a journal entry (TASK-048). Audit-logged (PRD §15).

New Credit Note

TASK-043 · approval required

Status starts Pending approval. On approval the outstanding of the original invoice is reduced.