> ## Documentation Index > Fetch the complete documentation index at: https://docs.quinnsambal.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoices > Invoice lifecycle management — 6 status, 5 bucket AR aging, verifikasi pembayaran tiga tahap, partial payment, WhatsApp integration, dan Quick Pay di SNISHOP ERP. # Invoices Invoice Management Halaman Invoices mengelola seluruh siklus tagihan B2B dari pembuatan hingga pelunasan. Sistem ini mendukung **6 status invoice**, **5 bucket AR aging** untuk piutang, **verifikasi pembayaran tiga tahap** (verified/pending/rejected), partial payment dengan running balance, auto-generation dari POS transaction dan customer PO, serta integrasi WhatsApp untuk pengiriman dan reminder. Setiap pembayaran yang terverifikasi otomatis membuat `FinancialRecord` dan mengupdate `Account.current_balance`. ## Arsitektur Invoice Management ```mermaid theme={null} graph TB subgraph CREATION["Pembuatan Invoice"] MANUAL["Manual Create"] POS_AUTO["POS B2B
Auto-generate"] CPO["Customer PO
Convert to Invoice"] QUOTE["Quotation
Convert to Invoice"] ORDER["Order
Convert to Invoice"] end subgraph TYPES["3 Tipe Invoice"] INV["Invoice
Tagihan resmi"] QUOT["Quotation
Penawaran"] PROFORMA["Proforma
Invoice sementara"] end subgraph LIFECYCLE["Lifecycle (6 Status)"] D["Draft"] S["Sent"] PP["Partially Paid"] P["Paid"] OD["Overdue"] C["Cancelled"] end subgraph PAYMENT["Pembayaran"] VERIFY["Verification
3 tahap"] PARTIAL["Partial Payment
Running balance"] QUICK["Quick Pay
Idempotency key"] WA["WhatsApp
Notification"] end subgraph OUTPUT["Output"] AGING["AR Aging
5 bucket"] REPORT["Laporan
Summary & detail"] EXPORT["Export
PDF/Excel/CSV"] end MANUAL --> CREATION POS_AUTO --> CREATION CPO --> CREATION QUOTE --> CREATION ORDER --> CREATION CREATION --> TYPES TYPES --> LIFECYCLE LIFECYCLE --> PAYMENT PAYMENT --> OUTPUT ``` ## Invoice Lifecycle ```mermaid theme={null} stateDiagram-v2 [*] --> Draft: Create Draft --> Sent: Kirim ke customer Draft --> Cancelled: Batal Sent --> PartiallyPaid: Bayar sebagian Sent --> Paid: Bayar lunas Sent --> Overdue: Lewat due date Sent --> Cancelled: Batal PartiallyPaid --> Paid: Bayar sisa PartiallyPaid --> Overdue: Lewat due date Overdue --> Paid: Bayar (late payment) Paid --> [*] Cancelled --> [*] ``` ### 6 Status Invoice | Status | Deskripsi | Aksi | | - | - | - | | **Draft** | Baru dibuat, belum dikirim | Edit, Delete, Send | | **Sent** | Sudah dikirim, menunggu pembayaran | Record payment, Cancel | | **Partially Paid** | Customer bayar sebagian | Record more payments | | **Paid** | Lunas | Read-only, archive | | **Overdue** | Lewat due date | Follow up, record late payment | | **Cancelled** | Dibatalkan | Read-only | ## Entity Invoice ### Field Invoice | Field | Tipe | Deskripsi | | - | - | - | | invoice\_number | string | Nomor invoice (INV-2026-001) | | invoice\_type | enum | invoice, quotation, proforma | | source\_type | enum | manual, customer\_po, order, quotation, pos\_transaction | | status | enum | draft, sent, partially\_paid, paid, overdue, cancelled | | total\_amount | number | Total tagihan | | paid\_amount | number | Total yang sudah dibayar (verified only) | | payment\_term\_days | number | Tempo pembayaran (default 30 hari) | | delivery\_status | enum | Status pengiriman | | deliveries | array | List pengiriman dengan `lot_id` | | payments | array | Ledger pembayaran | | is\_locked | boolean | Locked untuk edit | | company\_id | UUID | Multi-tenant isolation | ### Entity InvoicePayment | Field | Tipe | Deskripsi | | - | - | - | | verification\_status | enum | verified, pending, rejected | | status | enum | posted, needs\_reconciliation | | amount | number | Nominal pembayaran | | payment\_date | date | Tanggal pembayaran | | financial\_record\_id | UUID | Link ke FinancialRecord | | reconciliation\_reason | string | Alasan jika needs\_reconciliation | | invoice\_id | UUID | Link ke Invoice | ## Create Invoice ### Step-by-Step 1. Klik **"Create Invoice"** 2. Pilih customer B2B 3. Auto-fill customer info | Field | Required | Deskripsi | | - | - | - | | Customer | ✓ | Pilih dari CRM | | Invoice Type | ✓ | Invoice, Quotation, Proforma | | Items | ✓ | Produk/jasa + quantity + price | | Payment Terms | ✓ | Due on receipt, Net 15, Net 30, Custom | | Notes | Opsional | Catatan tambahan | | Due Date | Auto | BTT date + payment\_term\_days | 4. Review invoice 5. Save as Draft atau Send ### Source Types | Source | Deskripsi | | - | - | | manual | Input manual dari form | | customer\_po | Convert dari Customer Purchase Order | | order | Convert dari Order | | quotation | Convert dari Quotation | | pos\_transaction | Auto-generate dari POS B2B transaction | ## Payment Terms ### Due Date Calculation ``` Due Date = BTT Date + payment_term_days ``` | Term | Days | Contoh | | - | - | - | | Due on receipt | 0 | BTT 1 Okt → Due 1 Okt | | Net 15 | 15 | BTT 1 Okt → Due 16 Okt | | Net 30 | 30 | BTT 1 Okt → Due 31 Okt | | Custom | N | BTT 1 Okt → Due (1+N) Okt | ### Reminder System | Timing | Reminder | | - | - | | 7 days before due | Reminder pertama | | On due date | Final reminder | | After due date | Overdue notice | ## Verifikasi Pembayaran Tiga Tahap ```mermaid theme={null} sequenceDiagram participant C as Customer participant U as User participant S as Server participant FR as FinancialRecord participant ACC as Account C->>U: Bayar invoice (transfer/cash) U->>S: recordCompanyInvoicePayment() S->>S: Validate idempotency_key S->>S: Compute paid_amount from verified payments S->>S: Validate progress (no overpayment) alt verification_status = verified S->>S: Update Invoice.paid_amount += amount S->>FR: Create FinancialRecord (type: income) S->>ACC: Update current_balance += amount S->>S: Update Invoice.status (if fully paid) S-->>U: Payment verified & posted else verification_status = pending S->>S: Store in payment history Note over S: TIDAK update paid_amount Note over S: TIDAK create FinancialRecord S-->>U: Payment pending review else verification_status = rejected S->>S: Mark as rejected S-->>U: Payment rejected + reason end ``` ### Verification Status | Status | 计入 paid\_amount | Create FR | Update Balance | Use Case | | - | - | - | - | - | | **Verified** | ✓ | ✓ | ✓ | Pembayaran confirmed | | **Pending** | ✗ | ✗ | ✗ | Menunggu verifikasi | | **Rejected** | ✗ | ✗ | ✗ | Pembayaran ditolak | ### Reconciliation Jika pembayaran gagal di-projection (misalnya account tidak ditemukan): * InvoicePayment status: `needs_reconciliation` * `reconciliation_reason` diisi dengan alasan * Admin harus reconcile manual ## Partial Payment ### Running Balance ```mermaid theme={null} graph LR INV["Invoice
Total: Rp 10.000.000"] --> P1["Payment 1
Rp 3.000.000
Outstanding: Rp 7.000.000"] P1 --> P2["Payment 2
Rp 4.000.000
Outstanding: Rp 3.000.000"] P2 --> P3["Payment 3
Rp 3.000.000
Outstanding: Rp 0
Status: Paid"] ``` ### Status Transition | Paid Amount | Status | | - | - | | 0 | Sent | | 0 \< paid \< total | Partially Paid | | paid = total | Paid | ## Quick Pay Quick Pay memungkinkan pencatatan pembayaran cepat dengan idempotency key: ``` recordCompanyInvoicePayment({ invoice_id: "uuid", amount: 5000000, payment_date: "2026-10-10", verification_status: "verified", idempotency_key: "unique-key-123" }) ``` ## AR Aging (Piutang) ### 5 Bucket Aging | Bucket | Umur | Warna | Aksi | | - | - | - | - | | Current | 0 hari | Hijau | Monitor | | 1-30 days | 1-30 hari | Kuning | Reminder | | 31-60 days | 31-60 hari | Oranye | Follow-up | | 61-90 days | 61-90 hari | Merah | Escalate | | >90 days | >90 hari | Merah Tua | Collection | ### Aging Dashboard | Metric | Deskripsi | | - | - | | Total Piutang | Total outstanding | | Jatuh Tempo | Amount yang sudah overdue | | Rata-rata Umur | Average age of receivables | | Lancar | Amount di bucket Current | ### Top 10 Debtors | Rank | Customer | Outstanding | Max Overdue Days | | - | - | - | - | | 1 | PT ABC | Rp 50.000.000 | 45 | | 2 | PT XYZ | Rp 35.000.000 | 15 | | 3 | CV DEF | Rp 20.000.000 | 0 | ## WhatsApp Integration ### Notification Types | Event | Message | | - | - | | Invoice Created | "Invoice INV-2026-001 sudah dibuat. Total: Rp 10.000.000. Tempo: 31 Okt 2026" | | Payment Reminder | "Reminder: Invoice INV-2026-001 jatuh tempo 7 hari lagi" | | Overdue Notice | "Invoice INV-2026-001 sudah jatuh tempo. Mohon segera lakukan pembayaran" | | Payment Received | "Pembayaran Rp 5.000.000 untuk invoice INV-2026-001 sudah diterima" | ## Invoice Templates ### Standard Template | Component | Deskripsi | | - | - | | Company Logo | Logo perusahaan | | Company Info | Nama, alamat, NPWP | | Customer Info | Nama, alamat, NPWP | | Invoice Number | Nomor unik | | Date & Due Date | Tanggal invoice dan jatuh tempo | | Item List | Daftar produk/jasa | | Subtotal, Tax, Total | Perhitungan | | Payment Terms | Terms & conditions | | Bank Account Info | Rekening untuk pembayaran | ### Custom Template * Upload custom template * Configure fields * Save untuk future use ## Invoice Numbering ### Auto Numbering ``` Format: INV-{year}-{sequence} Contoh: INV-2026-001, INV-2026-002, ... ``` ### Custom Numbering * Configure prefix * Configure sequence * Configure year format ## Export & Print | Format | Use Case | | - | - | | PDF | Kirim ke customer, arsip | | Excel | Analisis, manipulasi data | | CSV | Integrasi sistem lain | | Print | Cetak langsung | ## Reporting ### Invoice Summary | Metric | Deskripsi | | - | - | | Total Invoices | Jumlah invoice per periode | | Paid vs Unpaid | Perbandingan | | Outstanding Balance | Total piutang | | Average Payment Time | Rata-rata waktu bayar | ### Aging Report | Bucket | Count | Amount | | - | - | - | | Current | 15 | Rp 100.000.000 | | 1-30 days | 8 | Rp 50.000.000 | | 31-60 days | 3 | Rp 20.000.000 | | 61-90 days | 1 | Rp 10.000.000 | | >90 days | 0 | Rp 0 | ### Customer Statement | Field | Deskripsi | | - | - | | All invoices per customer | Daftar invoice | | Payment history | Riwayat pembayaran | | Outstanding balance | Sisa piutang | | Statement print | Cetak statement | ## Filter & Search | Filter | Opsi | | - | - | | Status | Draft, Sent, Partially Paid, Paid, Overdue, Cancelled | | Customer | Pilih customer tertentu | | Date Range | Invoice date, due date | | Amount Range | Min - Max | | Invoice Type | Invoice, Quotation, Proforma | | Source Type | Manual, Customer PO, Order, Quotation, POS | ## Best Practices ### Invoice Timing * Send invoice segera setelah delivery * Follow up sebelum due date * Escalate overdue invoices * Document all communications ### Payment Terms * Clear payment terms di invoice * Consistent terms per customer * Late fee policy (jika ada) * Early payment discount (optional) ### Record Keeping * Keep all invoice records * Backup invoice data * Organize by customer * Easy retrieval untuk audit This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.