Deliveries, invoices and payments; vendor bills

Routes: /sales/shipments, /sales/invoices [sales.read; write sales.write; shipping stock.post]; /purchasing/bills [purchasing.read; write purchasing.write]

quote (QT) ──confirm──▶ sales order (SO) ──▶ delivery note (DN) ──ship──▶ stock issue (ISS) + order fulfilled
                                        └──▶ invoice (INV) ──issue──▶ payments (PAY) ──▶ paid
purchase order (PO) ──send──▶ receipt (RCV) ──▶ vendor bill (BILL) ──approve──▶ payments (VPAY) ──▶ paid

• Shipments are made for a confirmed order (from the order's Create shipment button or /sales/shipments/new): warehouse, date, carrier, tracking number and the lines — what is still outstanding per line is shown; deliver part or all. Ship posts the ISS movement from the warehouse, raises the lines' fulfilled quantity and, when nothing is left, fulfils the order. Shipping is idempotent (an idempotency_key). A draft can be cancelled.
• Invoices are drafted by hand, from an order or from a shipment (lines prefilled with the shipped quantities): customer, dates, tax rate (18 for 18 % GST / VAT), reference, notes, lines (item optional, description, quantity, unit price); subtotal, tax and total update as you type. Issue freezes it; Record payment adds a payment (method, date, reference) — partial payments make it partially paid, the last one paid; removing a payment reopens it. Void while unpaid. PDF prints it with the company name, numbers, lines, totals and payments.
• Vendor bills are the supplier's invoices to you: from a sent or received purchase order (Create bill on the order, lines prefilled with the received quantities) or by hand; supplier's invoice number, dates, tax rate, lines. Approve, then pay (partial allowed); void.
• Both lists show an overdue marker after the due date, and the invoices page sums the open balance, what is overdue and what was paid this month.

Last updated 2026-11-03