Account Invoices

This design is included in the Financial Accounts and Invoicing module.

Description

Design representing customer account invoices, capturing invoice number, amounts, status, due date, and line items.

Properties

This design has the following properties.

Property	Value
Name	Account Invoices
Code	designs_accountInvoices
Type	Design
Context	Module
AI agent enabled	true
Icon	icon-file-document
Colour	#4aa36b
Title	{{attributes_accountInvoicesNumber}}
Subtitle	Account Invoice

Implements

This design implements the following interfaces.

Name	Code
Items With Reports	designInterfaces_itemsWithReports
Account Debit Transactions	designInterfaces_accountDebitTransactions

Attributes

This design has the following attributes. It may also inherit attributes from any of the interfaces it implements.

Number

The unique invoice number assigned to this account invoice.

Property	Value
Name	Number
Code	attributes_accountInvoicesNumber
Type	String
Required	true
Unique	false
Read-only	false
AI agent enabled	true

Sub Total

The total amount before tax across all invoice lines.

Property	Value
Name	Sub Total
Code	attributes_accountInvoicesSubTotal
Type	Number
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "decimalPlaces": 2, "defaultValue": 0 }

Tax

The total tax amount across all invoice lines.

Property	Value
Name	Tax
Code	attributes_accountInvoicesTax
Type	Number
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "decimalPlaces": 2, "defaultValue": 0 }

Status

Links to the current status of this invoice (e.g. Draft, Sent, Paid, Overdue).

Property	Value
Name	Status
Code	attributes_accountInvoicesStatus
Type	Link
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Links to	Account Invoice Statuses
Options	{ "code": "designs_accountInvoiceStatuses", "graph": "Lookup", "max": 1, "defaultValue": [ "5ea4354b82c0a85a04be4944:draft" ] }

Due Date

The date by which payment of this invoice is due.

Property	Value
Name	Due Date
Code	attributes_accountInvoicesDueDate
Type	Date
Required	false
Unique	false
Read-only	false
AI agent enabled	true

Invoice Lines

Links to one or more invoice line items included in this invoice.

Property	Value
Name	Invoice Lines
Code	attributes_accountInvoicesInvoiceLines
Type	Link
Required	false
Unique	false
Read-only	false
AI agent enabled	true
Links to	Account Invoice Lines
Options	{ "code": "designInterfaces_accountInvoiceLines", "graph": "Invoice" }

Standard paths

This design doesn't have any standard paths of its own. However, it may inherit standard paths from any of the interfaces it implements.

Permissions

This design defines the following permissions.

User group	Allowed
Financial Account Viewers	Read
Financial Account Managers	Read, Create, Edit, Delete

Default attribute permissions

This design applies the following default permissions to all attributes for the following user groups.

Allowed	User group	Code
ReadOnly	Financial Account Viewers	userGroups_financialAccountViewers
ReadWrite	Financial Account Managers	userGroups_financialAccountManagers