Finance
Accounts receivable and accounts payable module with invoicing, bill management, payment tracking, and automated calculations.
Entities
| Entity | Description |
|---|---|
| Payment Term | Standard payment terms (Net 30, Net 60, etc.) |
| Bank Account | Company bank accounts for payment processing |
| Invoice | Customer invoices (accounts receivable) |
| Invoice Line | Line items on invoices |
| Bill | Vendor bills (accounts payable) |
| Bill Line | Line items on bills |
| Payment | Payment records linked to invoices or bills |
Key Features
- Invoicing with automatic tax and total calculations
- Bill management for vendor payables
- Payment tracking with partial payment support
- Overdue detection with days-overdue calculation
- Configurable payment terms (Net 15, Net 30, Net 60, etc.)
- Status workflow (Draft, Sent/Approved, Partial, Paid, Overdue, Cancelled)
Calculated Fields
- Tax Amount = Subtotal x Tax %
- Total Amount = Subtotal x (1 + Tax %)
- Amount Due = Total - Amount Paid
- Is Overdue = unpaid and past due date
- Days Overdue = days past due date
Dependencies
admin(system module)crm>= 0.0.1 (usesaccountentity for invoice customers)wms>= 0.0.1 (usessupplierentity for bill vendors)