Invoicing

The Invoicing app is a comprehensive billing system. It covers the full invoicing lifecycle: managing a customer database and product catalog, generating invoices and quotations, recording payments, and tracking financial metrics like revenue, outstanding balances, and overdue amounts.

Key Features

Invoice creation with line items, tax calculations, discounts, and shipping
Quotation management with conversion to invoices
Customer database with contact details, addresses, and balance tracking
Product catalog for reusable line items with pricing and tax configuration
Payment recording with method, receipt URLs, and notes
Recurring invoices with configurable intervals and next recurrence dates
Configurable settings — invoice/quotation/payment number prefixes, default currency, tax method, and due days
Financial dashboard with revenue, outstanding, overdue, and invoice count stats

Page Structure

Route	Purpose
`/business/apps/invoicing`	Dashboard with financial stats and recent invoices
`/business/apps/invoicing/invoices`	Full invoice listing
`/business/apps/invoicing/invoices/new`	Create a new invoice
`/business/apps/invoicing/invoices/[id]`	Invoice detail view
`/business/apps/invoicing/invoices/[id]/edit`	Edit an existing invoice
`/business/apps/invoicing/quotations`	Quotation listing
`/business/apps/invoicing/quotations/new`	Create a new quotation
`/business/apps/invoicing/customers`	Customer listing
`/business/apps/invoicing/customers/[id]`	Customer detail view
`/business/apps/invoicing/catalog`	Product/service catalog
`/business/apps/invoicing/payments`	Payment listing
`/business/apps/invoicing/settings`	Invoicing configuration (prefixes, defaults)

Data Model Overview

Invoice

The primary entity with customer_id, auto-generated number, hash for public access, line-item totals (subtotal, total_tax, total_discount, shipping, grand_total), paid_amount, and status (draft, sent, viewed, partial, paid, overdue, canceled). Supports recurring billing with is_recurring, recurring_interval, and next_recurrence_date.

InvoiceItem

Line items with optional catalog_item_id reference, quantity, unit_price, discount, computed discount_amount, tax_amount, subtotal, and total.

Quotation

Mirrors the invoice structure with its own status lifecycle: draft, sent, accepted, declined, expired, converted. The converted_invoice_id links to the resulting invoice when a quotation is accepted.

Customer

Contact records with name, company, email, phone, full address fields, and a running balance.

CatalogItem

Reusable products/services with name, description, price, and tax_method.

InvoicePayment

Payment records tied to invoices with amount, method, date, optional receipt_url, and a sequential number.

InvoicingSettings

Per-user configuration: number prefixes (invoice_prefix, quotation_prefix, payment_prefix), auto-incrementing counters, default_currency, default_tax_method, and default_due_days.

InvoiceStats

Aggregate dashboard metrics: totalRevenue, totalOutstanding, totalOverdue, invoiceCount, paidCount, overdueCount, draftCount.

Key Components

Stats grid — four cards: Revenue (green), Outstanding, Overdue (destructive red), and Invoice count with paid/overdue/draft breakdown
Quick nav grid — six icon-linked cards: Invoices, Quotations, Customers, Catalog, Payments, Settings
Recent invoices — uses the InvoiceCard component from $lib/apps/invoicing/modules/invoices for consistent rendering across views
Currency formatting — Intl.NumberFormat with USD currency style

Notable Integrations

Services: getStats and listInvoices from $lib/apps/invoicing/services
Shared components: InvoiceCard from $lib/apps/invoicing/modules/invoices — a reusable card component for invoice list items
Platform payments: Invoices have an optional platform_payment_id linking to the platform’s payment system
Database: Stored in a separate ext_invoicing schema