Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Open items
How to see receivables and payables, read the ageing report and allocate or reverse payments.
Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Open items
How to see receivables and payables, read the ageing report and allocate or reverse payments.
How to record supplier bills, check them against purchase orders and approve them by amount.
Purchase bills are the invoices your suppliers send you. They live next to your own sales invoices but are kept apart: the sales invoice list shows only invoices you send. The page lives under Workspace, Finance, Purchase bills.
| Route | Purpose |
|---|---|
/{orgSlug}/bills | Lists bills, adds a bill and shows approval levels. Needs invoice.readAll. |
A member with invoice.recordPayment adds a bill for a supplier. A supplier is a customer record with the supplier role. The bill has a title, the supplier's own invoice number, a currency, optional dates and one or more lines with a quantity, a unit amount and a VAT percentage. A bill can be saved as a draft or issued at once. Issuing gives it the next number in the purchase sequence.
A bill that names a purchase order is checked against what was ordered and received. The result is one of matched, price differs, quantity differs or goods not received. The check is shown in the bill details.
A member with the manage permission sets approval levels. Each level has a starting amount and an approver. A bill needs approval from every level up to its amount. Approvers use the Approve bill button in the bill details. Payment batches skip a bill until every level has approved it.
The same actions are available under /api/v1/organizations/{organizationId}/: bills, bills/{billId}, bills/{billId}/approve and bill-approval-levels. Each operation lists its permission in the API reference.
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Invoices
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Open items
How to see receivables and payables, read the ageing report and allocate or reverse payments.
