Invoicing Schema

settings

Per-user invoicing configuration.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
invoice_prefix	text	NO	'INV-'
quotation_prefix	text	NO	'QUO-'
payment_prefix	text	NO	'PAY-'
next_invoice_number	integer	NO	1
next_quotation_number	integer	NO	1
next_payment_number	integer	NO	1
default_currency	text	NO	'USD'
default_tax_method	text	NO	'exclusive'
default_due_days	integer	NO	30
default_note	text	YES	—
metadata	jsonb	YES	'{}'
created_at	timestamptz	NO	now()
updated_at	timestamptz	NO	now()

customers

Invoicing customer records.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
profile_id	uuid	YES	—
name	text	NO	—
company	text	YES	—
email	text	YES	—
phone	text	YES	—
address	text	YES	—
city	text	YES	—
state	text	YES	—
postal_code	text	YES	—
country	text	YES	—
balance	numeric	NO	0
metadata	jsonb	YES	'{}'
created_at	timestamptz	NO	now()
updated_at	timestamptz	NO	now()

catalog_items

Reusable product/service catalog.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
name	text	NO	—
description	text	YES	—
price	numeric	NO	0
tax_method	text	NO	'exclusive'
metadata	jsonb	YES	'{}'
created_at	timestamptz	NO	now()
updated_at	timestamptz	NO	now()

tax_rates

User-defined tax rates.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
name	text	NO	—
rate	numeric	NO	0
is_fixed	boolean	NO	false
created_at	timestamptz	NO	now()

invoices

Invoice records with totals, payment tracking, and recurrence.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
customer_id	uuid	NO	—
platform_payment_id	uuid	YES	—
number	text	NO	—
reference	text	YES	—
hash	text	NO	substr(gen_random_uuid(), 1, 12)
date	date	NO	CURRENT_DATE
due_date	date	YES	—
status	text	NO	'draft'
subtotal	numeric	NO	0
total_tax	numeric	NO	0
total_discount	numeric	NO	0
shipping	numeric	NO	0
grand_total	numeric	NO	0
paid_amount	numeric	NO	0
note	text	YES	—
tax_method	text	NO	'exclusive'
receipt_url	text	YES	—
is_recurring	boolean	NO	false
recurring_interval	text	YES	—
next_recurrence_date	date	YES	—
metadata	jsonb	YES	'{}'
sent_at	timestamptz	YES	—
viewed_at	timestamptz	YES	—
paid_at	timestamptz	YES	—
created_at	timestamptz	NO	now()
updated_at	timestamptz	NO	now()

invoice_items

Invoice line items.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
invoice_id	uuid	NO	—
catalog_item_id	uuid	YES	—
name	text	NO	—
description	text	YES	—
quantity	numeric	NO	1
unit_price	numeric	NO	0
discount	numeric	NO	0
discount_amount	numeric	NO	0
tax_amount	numeric	NO	0
subtotal	numeric	NO	0
total	numeric	NO	0
sort_order	smallint	NO	0
metadata	jsonb	YES	'{}'

invoice_item_taxes

Tax rates applied to invoice items.

Column	Type	Nullable	Default
invoice_item_id	uuid	NO	—
tax_rate_id	uuid	NO	—

invoice_payments

Payments against invoices.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
invoice_id	uuid	NO	—
user_id	uuid	NO	—
platform_payment_id	uuid	YES	—
number	text	NO	—
amount	numeric	NO	—
method	text	NO	'stripe'
date	date	NO	CURRENT_DATE
note	text	YES	—
receipt_url	text	YES	—
metadata	jsonb	YES	'{}'
created_at	timestamptz	NO	now()

quotations

Price quotations (convertible to invoices).

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
customer_id	uuid	NO	—
number	text	NO	—
reference	text	YES	—
hash	text	NO	substr(gen_random_uuid(), 1, 12)
date	date	NO	CURRENT_DATE
expiry_date	date	YES	—
status	text	NO	'draft'
subtotal	numeric	NO	0
total_tax	numeric	NO	0
total_discount	numeric	NO	0
shipping	numeric	NO	0
grand_total	numeric	NO	0
note	text	YES	—
tax_method	text	NO	'exclusive'
converted_invoice_id	uuid	YES	—
metadata	jsonb	YES	'{}'
sent_at	timestamptz	YES	—
viewed_at	timestamptz	YES	—
created_at	timestamptz	NO	now()
updated_at	timestamptz	NO	now()

quotation_items

Quotation line items.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
quotation_id	uuid	NO	—
catalog_item_id	uuid	YES	—
name	text	NO	—
description	text	YES	—
quantity	numeric	NO	1
unit_price	numeric	NO	0
discount	numeric	NO	0
discount_amount	numeric	NO	0
tax_amount	numeric	NO	0
subtotal	numeric	NO	0
total	numeric	NO	0
sort_order	smallint	NO	0
metadata	jsonb	YES	'{}'

notes

Polymorphic notes on invoicing entities.

Column	Type	Nullable	Default
id	uuid	NO	gen_random_uuid()
user_id	uuid	NO	—
notable_id	uuid	NO	—
notable_type	text	NO	—
content	text	NO	—
created_at	timestamptz	NO	now()