Invoices

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

Invoice Lifecycle

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

Klik “Create Invoice”
Pilih customer B2B
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

Review invoice
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

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

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

​Invoices

​Arsitektur Invoice Management

​Invoice Lifecycle

​6 Status Invoice

​Entity Invoice

​Field Invoice

​Entity InvoicePayment

​Create Invoice

​Step-by-Step

​Source Types

​Payment Terms

​Due Date Calculation

​Reminder System

​Verifikasi Pembayaran Tiga Tahap

​Verification Status

​Reconciliation

​Partial Payment

​Running Balance

​Status Transition

​Quick Pay

​AR Aging (Piutang)

​5 Bucket Aging

​Aging Dashboard

​Top 10 Debtors

​WhatsApp Integration

​Notification Types

​Invoice Templates

​Standard Template

​Custom Template

​Invoice Numbering

​Auto Numbering

​Custom Numbering

​Export & Print

​Reporting

​Invoice Summary

​Aging Report

​Customer Statement

​Filter & Search

​Best Practices

​Invoice Timing

​Payment Terms

​Record Keeping

Invoices

Arsitektur Invoice Management

Invoice Lifecycle

6 Status Invoice

Entity Invoice

Field Invoice

Entity InvoicePayment

Create Invoice

Step-by-Step

Source Types

Payment Terms

Due Date Calculation

Reminder System

Verifikasi Pembayaran Tiga Tahap

Verification Status

Reconciliation

Partial Payment

Running Balance

Status Transition

Quick Pay

AR Aging (Piutang)

5 Bucket Aging

Aging Dashboard

Top 10 Debtors

WhatsApp Integration

Notification Types

Invoice Templates

Standard Template

Custom Template

Invoice Numbering

Auto Numbering

Custom Numbering

Export & Print

Reporting

Invoice Summary

Aging Report

Customer Statement

Filter & Search

Best Practices

Invoice Timing

Payment Terms

Record Keeping