Invoicing
Sections
Accounting & Finance
Invoicing
Invoicing Module
The invoicing module manages the complete quote-to-invoice cycle with native support for Swiss QR-invoices.
Main models
- Client — Client record with address, contact, payment terms
- Fournisseur — Supplier record
- Devis — Quote with detail lines
- Facture — Client invoice with payment status
- LigneFacture — Invoice line (item, quantity, price, VAT)
- Paiement — Payment recording
- Relance — Overdue invoice tracking
Features
- QR-invoices — Automatic generation compliant with the Swiss QR-bill standard
- Quote → Invoice — One-click conversion
- Automatic numbering — Configurable sequences per year
- Multi-currency — CHF, EUR, USD with exchange rates
- Payment terms — Net 30, net 60, discount, etc.
- Automatic reminders — Scheduled sending via Celery
- PDF — Professional PDF generation with logo and QR code
- Email sending — From the interface, with PDF attachment
Interactions
- Accounting — Each validated invoice creates a journal entry
- VAT — VAT amounts are automatically broken down
- Documents — PDFs are stored in MinIO
- Mailing — Reminders use the mailing module
- Analytics — Revenue, payment delays, top clients