Invoices Module

Tenant customer-billing module on the frozen platform — the first Phase 3 (Billing) module. Mirrors the Quotations / Contracts notes/timeline/assignment pattern, extended with a status-driven balance (amount_paid, amount_credited, balance_due) that the Payments and Credit Notes modules now drive.

No hard dependency. Unlike Quotations/Contracts (which require Opportunities), Invoices has no required module_dependencies row — it can be installed on its own. Contact, Company, and Quotation links are all optional and only validated when their module is entitled.

Naming note: the backend model is CustomerInvoice (table customer_invoices) — distinct from the platform's own Central billing Invoice model (subscription invoices the platform sends to tenants). This module lets a tenant bill its own customers.

Guides

Audience	Document
Operators / workspace users	invoices.md
Engineers	invoices.md
Production / ops	invoices.md
Module Development Standard	module-development.md
Reference blueprint	quotations.md
Tenant API	../api/tenant-v1-invoices.md

Capabilities

• Invoice fields: title, optional contact/company link (with gated New inline create when Contacts/Companies is entitled), optional quotation / estimate / contract links, currency, issue date, due date, notes, terms (workspace default from Settings → Branding)
• Recurring series (weekly / monthly / quarterly / semi-annually / yearly). Next invoice date auto-fills from the issue date plus frequency and can be overridden; later drafts follow the frequency from that date. Stop recurring ends the series without voiding history
• Download invoice PDF (workspace-branded from Settings → Branding: color, logo, company profile, bank details; Tax registration ID from Settings → General when set)
• Email customer after Send (POST /invoices/{id}/email, invoices.send) — optional PDF attachment; default recipient from linked contact/company; records emailed timeline + tenant email log
• Record page lists posted payment allocations when Payments is entitled (payments.view)
• Auto-numbered (INV-00001; prefix backed by the invoices_number_prefix tenant setting, default INV- — editable under Settings → General → Document number prefixes)
• Line items (description, quantity, unit price, tax rate) — subtotal / tax total / total computed server-side
• Balance tracking: amount_paid, amount_credited, balance_due (read-only via this API — amount_paid/balance_due are populated by Payments; amount_credited/balance_due are populated by Credit Notes)
• Status workflow: draft → unpaid → paid | cancelled (POST /invoices/{id}/send, .../void cancels, .../status) — paid is set automatically as Payments clear the balance; partial payments stay unpaid
• Assignment with assignee scoping via invoices.assign
• Notes + domain activity timeline (mirrors Quotations)
• Ask EloSync triage (with AI Assistant entitled): fetch invoice, overdue list, confirmed status / assign / note writes — see AI Assistant
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:invoices) + Spatie permissions — free Marketplace opt-in (Billing category)
• Audit + activity logging; assignment notification

Permissions

invoices.view · create · update · delete · restore · force.delete · assign · send · void

Enable Invoices from Marketplace (free) — no other module is required first. Catalog: slug invoices, category billing, is_default_included = false, is_billable = false, sort_order = 10, version 1.9.1.

Related modules

No hard dependency. Optional: Contacts and Companies (customer pickers only appear/validate when entitled), Quotations (an invoice may optionally reference the quotation it was generated from), Accounting (soft: Send posts Dr AR / Cr Revenue). Payments and Credit Notes both hard-depend on Invoices (not the other way around). See Module Dependencies.

Explicitly deferred

• Multi-currency conversion