Invoices

The customer receivable for work or charges. It is not a general ledger, not a service report, and not what this workspace pays Veldriq.

Sales → Invoices · /app/w/{workspace}/invoices · capability invoicing · invoices.view / manage / invoices.issue / invoices.send

Invoice profile. Sample data. Credit notes are created from an issued invoice, not from a sidebar item. This is not a Plan invoice and not a service report.

Two invoice screens

UI	Path	What it is
Sales → Invoices	/app/w/{workspace}/invoices	What your customers owe you
Plan & billing → Plan invoices	/app/w/{workspace}/billing/invoices	What this workspace pays the platform

Never record a job payment on Plan invoices

SaaS billing will not allocate to customer receivables. Use Sales → Payments or the job invoice.

How an invoice is created

Source	How	What is carried
Manual	Sales → Invoices → New invoice	Customer; catalog or custom lines on the draft
Work order — Actual billable lines	Work order → Invoice this work order → Create draft invoice	What was really used on the job
Work order — Accepted estimate	Same action	Agreed estimate prices (acceptance snapshot)
Work order — Planned lines	Same action	Planned quantities still remaining
Work order — Blank invoice	Same action	Empty draft; add lines yourself
Service agreement (recurring)	Agreement Generate now or hourly fsm:agreement-billing-generate	Draft from charge lines — not PM/WO actuals

Convert to work order on an estimate does not create this document. Closeout (Complete appointment) never invoices. Office Complete on the work order is not required to create a draft. You can invoice an Open job.

Create, issue, send

1. Customer required. Currency from Settings → Commercial (Default currency) on blank drafts — frozen on the document. Payment terms: Due on receipt / Net 7 days / Net 14 days / Net 30 days / Custom due date.
2. Add lines (catalog snapshot or custom). Totals: Subtotal − Discount + Tax = Total (tax-exclusive, half-up). While Draft the placeholder number is Draft.
3. Issue — confirm: The document, its lines, and its number become final. Only voiding can cancel it afterwards. Assigns INV-YYYY-######. Queues PDF from the issued snapshot.
4. Send (issued only): remints the portal/public token, emails a link. Public view/pay: /i/{token}. Only an issued invoice can be sent.

PDF is the frozen snapshot, not live customer data. Worker required.

Stored status is only Draft → Issued → Void. There is no stored Paid status. Badges Unpaid / Partially paid / Paid and Not due / Due / Overdue are derived.

Total vs outstanding

Settlement labels: Gross invoiced, Credits, Net invoiced, then recorded payments.

Outstanding = max(0, Gross − issued credit notes − recorded payment allocations)

If payments exceed net after credits, outstanding stays €0.00 and the invoice shows Over-collected — Veldriq does not refund the difference. Draft credit notes do not count until Issue credit note.

Void ≠ credit note ≠ refund

Action	Purpose	Keeps the invoice?	Sends cash back?
Void	This issued bill should not stand	Yes (number kept)	No
Credit note	Formal reduction of billed qty/amount	Yes (issued stays)	No
Refund	Not implemented in V1	—	Not in Veldriq

Void (invoices.void) is issued only. Blocked if recorded payment allocations (Void the payments first.) or issued credit notes exist. Delete is Draft only (Issued invoices can never be deleted.).

Tax label (e.g. VAT) is printed text. Veldriq does not certify jurisdiction-specific invoice law. Changing default currency does not convert issued amounts (Amounts are not converted (no FX).).

What-if

If you cannot issue: already Issued or Void; no lines / zero total; missing invoices.issue; looking at Plan invoices.

If you wait for Closeout to create the invoice: it never will. Create the draft yourself.

If you treat PDF Total as today’s outstanding: use Gross − Credits − payments.

Related: Payments, Estimates, Finance troubleshooting.