Invoices

An Invoice is the formal demand for payment. In Floatless, an invoice is always the result of an upstream action (an Order or a Subscription).

Anatomy of an Invoice

Every invoice in Floatless contains:

  1. Header: Unique Invoice Number (INV-2024-001), Issue Date, and Due Date.
  2. Line Items: The products or services being billed.
  3. Taxes: Automatically calculated based on the customer's location.
  4. Footer: Payment instructions and notes.

Status Workflow

  • Draft: Editable. Taxes are estimated. Not visible to the client.
  • Posted: Finalized. Taxes are locked. Revenue is recognized. Emits the PDF to the customer.
  • Paid: Balance is $0.00.
  • Void: Cancelled before payment. Revenue is reversed.
  • Uncollectible: Write-off. Used for bad debt.
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    No Deletions: Once an invoice is Posted, it cannot be deleted. If you need to correct a mistake, you must issue a Credit Memo. This ensures you are always audit-ready.

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