Invoices | eso | Documentation

Finance feature is in Development and subject to change.

Invoices are formal billing documents sent to clients for services rendered. Each invoice belongs to a client and optionally to a specific project.

Invoice statuses

Status	Meaning
`draft`	Being prepared; not yet sent to the client.
`issued`	Sent to the client and awaiting payment.
`paid`	Fully paid.
`overdue`	Past the due date and not yet paid.
`cancelled`	Voided — no payment expected.

Field	Description
Invoice Number	Auto-generated unique reference.
Client	The client being billed.
Project	(Optional) The project this invoice relates to.
Issue Date	The date the invoice is raised.
Due Date	Payment due by this date.
Currency	The currency for all amounts on this invoice.
Notes	Free-text notes included on the invoice.
Subtotal / Tax / Total	Calculated from line items.

Each invoice contains one or more line items describing the services or charges being billed:

Field	Description
Description	What is being charged for.
Item Type	`storage`, `movement`, `handling`, or `other`.
Quantity	Number of units.
Unit of Measurement	e.g. `unit`, `day`, `kg`.
Unit Price	Price per unit.
Amount	Quantity × unit price (calculated).
Inventory / Packing List	Optional links to the specific stock or movement being billed.
Date range	Optional start and end dates for the billing period (e.g. storage duration).

Once an invoice has been issued, you can record a payment against it:

Open the invoice detail page.
Click Add Payment.
Enter the amount, payment date, and optionally the payment method and reference number. Partial payments are supported. The invoice status updates automatically when the total paid equals the invoice total.

The invoices list can be filtered by: