The invoices that the dealership issues, with their documents and numbers
The Invoices page lists every invoice that the dealership has raised. Each invoice has a PDF document that the dashboard generates when the invoice is saved.
| Part | Purpose |
|---|---|
| Invoice list | One row for each invoice, with search, a date filter, sorting and selectable columns. |
| Invoice form | The form for a new or changed invoice, with a preview of the document beside it. |
| Invoice page | The generated document, the lines, the internal notes and the figures of one invoice. |
| Payment details | Saved bank, PayPal, cryptocurrency or other instructions that print on an invoice. |
The invoice area uses four permissions.
| Permission | What it allows |
|---|---|
| Read | Open the Invoices page and every invoice, and download documents. |
| Create | Raise a new invoice. The permission is named Raise Invoices. |
| Update | Edit an invoice and change whether the customer sees it. The permission is named Edit Invoices & Settings and also opens the invoice settings page. |
| Delete | Delete an invoice. |
The owner and manager roles hold all four permissions by default. The staff role holds none of them. The dealership can open Invoice Access, Raise Invoices and Edit Invoices & Settings for the staff role.
The dashboard numbers the invoices of a dealership in sequence. The first invoice receives the number 1, the second the number 2, and so on. A new invoice receives its number when it is saved, so the form shows no number before that moment.
The printed number combines a prefix and the sequence number, padded with zeros. The default form is INV-00000001. The prefix and the padding are set on the invoice settings page.
The company address, the tax number, the signature image and the default language, formats and texts are set on the invoice settings page, under Settings. The invoice form shows a note with a link to that page when the company address is empty. In that case the invoice document has no address block.