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
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