Project

General

Profile

Edit Copy Actions

Support #11121

closed

Manual Invoice creation flow

Added by Yalavarthi Thriveni 7 days ago. Updated 7 days ago.

Status:
Closed
Priority:
Normal
Start date:
09/28/2026
Due date:
09/28/2026
% Done:

100%

Estimated time:
4:00 h
Spent time:

Add

Subtasks


Add

Related issues

Actions #1

Updated by Yalavarthi Thriveni 7 days ago

  • Assignee set to Chandra Sekhar

Updated by Chandra Sekhar 7 days ago

  • Due date set to 09/28/2026
  • Status changed from New to Closed
  • % Done changed from 0 to 100

BACKEND ISSUES RESOLVED IN INVOICES:

1. Populate Created By in Invoice API:
Fixed an operator precedence bug in the get invoice by ID controller (individualinvoice/:id) where raw ObjectIds were returned instead of user documents. Populated user details (first name, last name, username, email, role) on invoice.createdBy, quotation.createdBy, and actionHistory.performedBy.

2. Invoice Tax and Balance Calculations:
Fixed subtotal, tax amount, discount, transport cost, and total amount calculations to respect excludeTax and isWithoutTax flags on invoice creation and fetching.

3. Line Items Persistence on Invoices:
Ensured line items from direct manual invoices and without-request quote conversions are correctly saved and returned in the invoice data payload.

FRONTEND ISSUES RESOLVED IN INVOICES:

1. Line Items Support for Direct & Without-Request Invoices:
Added line items normalization (getNormalizedLineItems) to render line items from direct invoices and template quotes (lineItems / lineitems) with image thumbnails, category tags, unit prices, totals, and taxable status.

2. Quotation Link and Direct Invoice Badges:
Added an interactive Quote link badge (Quote: Q_...) to navigate directly to the linked quotation details page, and added a Direct Invoice badge for standalone invoices.

3. Payment Status Pill:
Added a live payment status pill with colored indicator dots for Paid, Partial, Awaiting Payment, and Overdue statuses.

4. Header Simplification:
Cleaned up the top header by removing redundant action buttons (Send Invoice, View PDF, History modals) for a cleaner POS layout.

5. Interactive Payment Schedule and Transactions History:
Integrated the interactive PaymentSchedule component alongside a dedicated Transactions History table showing transaction type, amount, payment mode, date, and reference/check numbers.

6. Responsive Redesign Across All Devices:
Redesigned the customer metadata card (Property, Contact, Invoice Info, Financials), Line Items table, Service Breakdown accordions, and Pricing Summary to be responsive across mobile, tablet, laptop, and desktop screens.

Edit Copy Actions

Also available in: Atom PDF