Invoices and credit notes
Finance staff draft, issue and send documents; issued lines preserve tax/address snapshots.
Finance staff draft, issue and send documents; issued lines preserve tax/address snapshots.
Where to find it
Web: open Finance. Desktop: Business → Finance, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Invoices | /finance/invoices | List, view or tab | Native screen |
| Tax collected | /finance/invoices/tax | List, view or tab | Native screen |
| Record details | /finance/invoices/[id] | Record or editor | Native screen |
Start working
Step 1
Start a draft or invoice an agreement.
Step 2
Edit lines/due date/tax/notes.
Step 3
Issue, review PDF and send/mark sent.
Step 4
Inspect payments and settle.
Step 5
Void, issue credit notes or attach files/notes.
Settings
Option-by-option configuration and screen paths: Settings guide.
- Invoices ·
/settings/invoices
Permissions and limits
Before you start
Issued documents cannot be edited as drafts. Credit notes are not refunds. E-invoicing needs an Apps provider integration.
Role capabilities: Read (read), Write (write), Manage (manage), Export (export), Comment (comment).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show invoices due this week.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Raise invoice reminders · invoices.raise_notices | As of | Write | Background routine |
Start an invoice · invoices.create_draft | Billed to *, Agreement, Currency, Tax country, Due, Notes, Lines * | Write | /finance/invoices |
Invoice an agreement · invoices.create_from_agreement | Agreement *, Tax country | Write | /finance/agreements/[id], /finance/invoices, /shop/orders/[id] |
Edit a draft invoice · invoices.update_draft | Invoice *, Due, Notes, Tax country, Lines | Write | /finance/invoices/[id] |
Issue an invoice · invoices.issue | Invoice *, Issue date, Due | Write | /finance/invoices/[id], /shop/orders/[id] |
Mark as sent · invoices.mark_sent | Invoice * | Write | /finance/invoices/[id] |
Send by email · invoices.send | Invoice *, Email, Message | Write | /finance/invoices/[id], /finance, /shop/orders/[id] |
Mark as paid · invoices.mark_paid | Invoice *, Paid at | Write | /finance/invoices/[id] |
Settle from the agreement · invoices.settle_from_agreement | Agreement * | Write | Background routine |
Void an invoice · invoices.void | Invoice *, Reason * | Manage | /finance/invoices/[id] |
Issue a credit note · invoices.issue_credit_note | Invoice *, Reason * | Manage | /finance/invoices/[id] |
Add a note · invoices.add_note | Invoice *, Note * | Write | /finance/invoices/[id] |
Attach a file · invoices.attach_file | Invoice *, File * | Write | /finance/invoices/[id] |
Detach a file · invoices.detach_file | Invoice *, File * | Write | /finance/invoices/[id] |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Finance
Finance — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/invoices.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.