Customer Invoices Module (Overview and list)

The HtkDoli Invoices module allows you to consult, search, and manage your customer invoices in a way optimized for mobile use. This module interacts directly with the business operation of Dolibarr, by managing classic statuses (draft, unpaid, paid, canceled) and displaying important indicators (outstanding payment, delays).

Interface and Features (List)

The main view displays a list of all your customer invoices, ordered chronologically or according to your criteria, with a clear display of statuses and amounts.

Consultation and Research

• Search bar: Allows you to quickly search for an invoice by its reference.
• Sorting: Invoices can be sorted by Date (newest, oldest), by Amount (highest, lowest) or by Reference (A-Z, Z-A). As you scroll, a floating indication appears to help you navigate the sections.
• Filters: An icon at the top of the screen allows you to apply Dolibarr business status filters:
  • All: Displays all invoices.
  • Drafts: Invoices being prepared, not yet validated.
  • Unpaid: Validated invoices awaiting payment.
  • Paid: Invoices paid in full.
  • Cancelled: Invoices canceled.

Information displayed (Invoice Cards)

Each line representing an invoice displays:

• The invoice reference.
• The name of the associated customer and its logo (if available).
• Billing and due dates.
• The summary of the content (number of services and products).
• The amount including tax.
• Visual status of the invoice via colored badges.
• Specific indicators if the invoice has an outstanding amount or is late.

Detail view (Consultation of an invoice)

Touching an invoice in the list takes you to the detailed view, which shows the complete customer invoice information.

General Information

The detail view brings together all the essential data:

• Reference, status, dates (creation, expiry), conditions and payment method.
• Direct access to the customer file (Third parties).
• Financial information: Amount excluding VAT, VAT, VAT and remaining amount to be paid.
• History of payments (payments) with the possibility of adding new ones.
• Details of invoiced lines with quantities, unit prices and possible reductions.
• Associated contacts, private/public notes, and attached documents.

Actions on the invoice

Depending on the current status of the invoice and your Dolibarr permissions, you have access to several actions via the menu:

• PDF preview: View and download the PDF document generated by Dolibarr.
• Add Document: Upload a new document.
• Enter a payment: Record a customer payment on an unpaid invoice.
• Validate the invoice: Move an invoice from draft status to validated.
• Create a credit note: Generate a credit note invoice.
• Clone: Create a new invoice identical to the current one.
• Open in Dolibarr: Access the invoice directly on the web interface of your ERP.
• Delete: Delete an invoice in draft state.

Dolibarr business note: Validation, payment and generation of credit notes require specific rights (permissions) for the user in the configuration of your Dolibarr instance. If an action fails, check your permissions.