Sales invoices
Sales invoices
A sales invoice is a legal and accounting document that creates income and a receivable until it is paid. In bookkeeping, sales invoices become postings and later become open items for payment matching and receivables review.
Ownership
Owner: bus invoices. This module is responsible for implementing write operations for this object and is the only module that should directly change the canonical datasets for it.
Secondary read-only use cases are provided by these modules when they consume this object for validation, matching, posting, or reporting:
bus attachments stores evidence references used by invoices. bus journal receives posting outputs derived from invoices, bus vat reads invoice VAT for period reporting, and bus reconcile links payments to open invoices.
Actions
Create a sales invoice records the legal and accounting document that creates income and receivable. Correct a sales invoice records credit notes or corrections so audit trail remains consistent. Prepare sales invoice postings turns invoice intent into balanced posting proposals for journal flow.
Properties
Core invoice fields are invoice_id, client_id, date, duedate, reference_number, and currency. Service-period fields are service_start_date and service_end_date.
Sales invoices typically also use the shared workflow fields described in Bookkeeping status and review workflow, and they belong to the workspace’s accounting entity.
Relations
A sales invoice belongs to the workspace’s accounting entity and references one party (the customer) via client_id.
A sales invoice can have one or more sales invoice rows. Rows reference their parent invoice via invoice_id.
A sales invoice can be settled by one or more reconciliations that link a bank transaction to the invoice’s open item.
A sales invoice can have zero or more documents (evidence) linked to it for audit navigation.