Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Invoice Details page shows the full details of a single customer invoice and provides lifecycle actions. It is accessible at route /fa/invoices/:id.

​
Overview

The page loads invoice data via useInvoice(id, organizationId). Key sections:
  • Header: Invoice number, status badge (InvoiceStatusBadge), invoice date. Available action buttons depend on status:
    • draft: Print PDF, Edit (links to /fa/invoices/:id/edit), Send Invoice
    • sent or partial: Print PDF, Void
  • Invoice Details card: Bill-to customer name/number/address, invoice date, due date, linked site.
  • Line Items card: DataTable of fa_invoice_lines rows with Description, Account (account_number – name), Quantity, Unit Price, Amount. Subtotal, optional Tax, Total, and Balance Due summary.
  • GL Posting Indicator: Shown when a journal_entry_id is present.
  • Payment History: InvoicePaymentHistory component.
  • Credit Memos Applied: InvoiceCreditHistory component.
  • Notes: Displayed if present on the record.
PDF generation: useInvoicePdf / generateInvoicePdf Send mutation: useSendInvoice — confirmed via AlertDialog Void mutation: useVoidInvoice — confirmed via AlertDialog

​
Who it’s for

No explicit permission gate on this route. The page uses the current organization context from useOrganization.

​
Before you start

  • The invoice must exist and belong to your organization.
  • To edit, the invoice must be in draft status.

​
Steps

View invoice
  1. Navigate to /fa/invoices and click an invoice row, or go directly to /fa/invoices/:id.
Send invoice
  1. Open a draft invoice.
  2. Click Send Invoice.
  3. Confirm in the alert dialog. The invoice status changes to sent and it can no longer be edited.
Void invoice
  1. Open a sent or partial invoice.
  2. Click Void.
  3. Confirm in the alert dialog.
Print PDF
  1. Click Print PDF. The page generates a PDF via useInvoicePdf and triggers a browser download/print.

​
Key concepts

  • Balance Due: invoice.balance_due — the remaining unpaid amount after payments applied.
  • GL Posting: When journal_entry_id is present, a GLPostingIndicator shows the linked posted entry.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/InvoiceDetailPage.tsx
  • src/cores/fa/hooks/useInvoices.ts
  • src/cores/fa/hooks/useInvoicePdf.ts
  • src/cores/fa/components/InvoiceStatusBadge.tsx
  • src/cores/fa/components/InvoicePaymentHistory.tsx
  • src/cores/fa/components/InvoiceCreditHistory.tsx