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Invoicing Module

Comprehensive financial document management in AutoCRM.

Module Overview

The Invoicing (Accounting) module provides a complete solution for managing sales and purchase documents, payments, and tax records.

flowchart LR
    subgraph Sales
        QU[Quote] --> SO[Sales Order]
        SO --> INV[Invoice]
        QU --> PRO[Proforma Invoice]
        PRO --> INV
    end

    subgraph Purchasing
        PO[Purchase Order] --> SI[Supplier Invoice]
    end

    INV --> PAY[Payment]
    SI --> OPAY[Outgoing Payment]

Key Entities

Sales Documents

Entity Description Prefix
Quote Price quotation for customer NA
Sales Order Confirmed order I
Invoice Tax document VF
Proforma Invoice Advance invoice VZ
Credit Note Refund/cancellation OD

Purchase Documents

Entity Description Prefix
Purchase Order Order to supplier PO
Supplier Invoice Invoice from supplier PF

Supporting Entities

Entity Description
Payment Payment record
Automatic Invoice Recurring invoicing
Tax Class VAT rules
Issued Tax Document Tax document for advance

State Diagrams

Invoice Lifecycle

stateDiagram-v2
    [*] --> Draft: Create
    Draft --> Issued: Issue
    Issued --> Sent: Send
    Sent --> Confirmed: Confirm
    Confirmed --> PartiallyPaid: Partial payment
    Confirmed --> Paid: Payment
    PartiallyPaid --> Paid: Final payment
    Paid --> Overpaid: Overpayment
    Draft --> Canceled: Cancel
    Issued --> Canceled: Cancel

Purchase Order Lifecycle

stateDiagram-v2
    [*] --> Draft: Create
    Draft --> Ready: Prepare
    Ready --> Ordered: Order
    Ordered --> PartiallyDelivered: Partial delivery
    Ordered --> Delivered: Delivered
    PartiallyDelivered --> Delivered: Complete
    Ordered --> Rejected: Reject
    Ordered --> Canceled: Cancel

Key Features

Sales Cycle (Order to Cash)

flowchart LR
    A[Quote] -->|Accept| B[Sales Order]
    B -->|Deliver| C[Invoice]
    B -->|Advance| D[Proforma Invoice]
    D -->|Payment| E[Payment]
    C -->|Payment| E
    D -->|Deduction| C
  1. Quote - Create price quotation
  2. Sales Order - Customer confirmation
  3. Proforma Invoice - Optional advance request
  4. Invoice - Tax document with advance deduction
  5. Payment - Payment recording

Purchase Cycle (Procure to Pay)

flowchart LR
    A[Inquiry] -->|Select| B[Purchase Order]
    B -->|Receive| C[Supplier Invoice]
    C -->|Pay| D[Outgoing Payment]
    B -->|Warehouse| E[Goods Receipt]
  1. Purchase Order - Order to supplier
  2. Goods Receipt - Warehouse integration
  3. Supplier Invoice - Record supplier invoice
  4. Outgoing Payment - Pay supplier

Financial Features

  • Multi-currency - Currency rate support
  • VAT - Automatic calculation, multiple rates
  • Reverse charge - Cross-border B2B support
  • Rounding - Configurable rules
  • Advance deductions - Automatic linking

Quick Start

Creating an Invoice

  1. Go to Invoices → Create
  2. Select Account (customer)
  3. Set Issue Date and Due Date
  4. Add Items (products or services)
  5. Review amounts and Save
  6. Use Print to PDF or Send by Email

Creating a Purchase Order

  1. Go to Purchase Orders → Create
  2. Select Supplier
  3. Add items to order
  4. Set Delivery Date
  5. Save and send to supplier

Integration with Other Modules

Module Integration
Warehouse Receipts/issues linked to orders
Production Cooperation costs linked to invoices
Product Price list and tax classes
Project Project invoicing

Further Information