Invoices and payments
The four invoice types and what each is for, the states they move through, why a void invoice is not a deleted one, and how payments against them are recorded.
Invoices
| Type | |
|---|---|
| Standard | The normal tax invoice |
| Proforma | Issued before payment, for approval or advance |
| Credit note | Reduces what was invoiced |
| Debit note | Increases it |
And their states:
| Draft | Not yet issued |
| Issued | Raised and payable |
| Paid | Settled |
| Void | Cancelled — not deleted |
Void rather than deleted is deliberate. A tax document that can vanish is not a record, and the ledger underneath is append-only for the same reason. See Credits and wallet.
Payments against an invoice
Recorded with the method used — card, net banking, UPI, wallet or bank transfer — and a state: pending, paid, failed or refunded.
Bank transfer is there because plenty of B2B payment still happens that way, and an invoice settled by transfer should show as settled rather than as permanently outstanding.
Reading your spending
There is a financial summary over any period, with trends by day, week or month.
Useful for the question most businesses eventually ask: what did we actually spend on enquiries last quarter, and what came of it. The wallet ledger has every movement; the summary is what makes it legible.
Access
Billing has its own membership list with its own roles, separate from the business team — what each role can do, and why one list could not serve both.
Publishing and moderation
How a signal goes live, why edits to a published listing are reviewed before they replace it, and the rule that matters most — your last approved version stays live the whole time.