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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 Invoices page lists all customer invoices for the organization. It is accessible at route /fa/invoices.

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Overview

The page includes:
  • Status filter: draft, sent, partial, paid, void (and “All Statuses”)
  • Customer filter: Dropdown of active customers
  • Invoice list: InvoicesTable with send, void, and delete row actions
  • New Invoice button: Links to /fa/invoices/new
  • Guided Tour: invoiceProcessingTour triggered via a Help button
Row actions call useSendInvoice, useVoidInvoice, and useDeleteInvoice respectively. Send requires the current userId. Primary hooks: useInvoiceList, useCustomerList, useSendInvoice, useVoidInvoice, useDeleteInvoice

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • At least one customer must exist to filter by customer.
  • Invoices can only be sent or voided according to their current status.

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Steps

  1. Navigate to /fa/receivables?tab=invoices (canonical) or via the Receivables hub.
  2. Use the Status and Customer dropdowns to filter the list.
  3. Click New Invoice to create a new invoice.
  4. Use row actions to send (draft invoices), void (sent/partial), or delete (draft) invoices.
  5. Click an invoice row to open /fa/invoices/:id for full detail.

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/InvoicesPage.tsx
  • src/cores/fa/hooks/useInvoices.ts
  • src/cores/fa/hooks/useCustomers.ts