Invoices

What the Home says, checked against the app — 6 backed · 8 partly · 1 not yet · 2 not verified · 4 new since the last check

• Backed by the appNEWSending an invoice stamps the originating work order as prepaid or still to bill, so nothing is billed twice or forgotten.
• Partly liveAn invoice is posted to Books (revenue and tax) the moment it is sent.Why: The invoice picks its revenue and tax accounts from Books, but no code shown writes a ledger entry when the invoice is sent.
• Partly liveInvoice numbers are issued sequentially with no gaps.Why: Numbers are sequential within a day and never duplicated, but a deleted invoice's number is deliberately never reused, so gaps can occur.
• Backed by the appwas partly backedEvery invoice line posts to an income account on the master chart of accounts.
• Backed by the appInvoice postings are scoped to the division that earned the revenue.
• Partly liveNEWAn invoice can be built from a work order, booking or quote, with labour, parts and sublet lines already priced instead of retyped.Why: Building an invoice from a work order works, but no quote or booking source and no sublet lines exist, and quoted lines are explicitly dropped.
• Partly liveInvoice customers come from the shared contact record, so an address corrected once is corrected everywhere.Why: Customers come from the shared CRM record, but each invoice stores its own copy of the customer, so a later address correction is not shown to reach invoices already saved.
• Backed by the appA new contact can be created mid-invoice without leaving the invoice screen.
• Partly liveInvoices are paid through the Payments module, with net, fee and tax posted and the invoice closed.Why: Payments close the invoice, but the net, fee and tax postings are not done here and would be the Payments module's job.
• Partly liveThe customer sees the same invoice in the customer portal.Why: The portal has a working invoice list and payment flow, but the code that loads the invoices (fetchMyInvoices) and the single-invoice view page are not shown, so I cannot confirm the portal reads the same invoice records the Invoices module writes.
• Backed by the appThe dashboard shows what is outstanding.
• Partly liveStaff can create, send and track invoices in a Desk pane alongside a second module.Why: Creating, sending and tracking invoices works, but running in a Desk pane beside another module is not shown.
• Backed by the appThe module uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Not checked yetInvoices, posting to Books and payment through Payments are included in every AppSite plan and workspace.Why: Content, not code: this is a plan and pricing statement.
• On the wayNEWThe page shows recommended modules per industry, e.g. 11 for Auto Parts & Service.Why: None of the files shown contains an industry picker or module recommendations, and the count of 11 is content.
• Not checked yetCourses and the AppSite OPS Certificate are included free and open in Training.Why: Content, not code: this names specific courses and a certificate.
• Partly liveNEWThe beta panel reports how many listed features are live, the build and its compliance percentages, and lets visitors report an issue.Why: The live-feature count, build and compliance percentages are rendered from the verdict feed, but issue reporting is not done here and is only a link to the Cybersecurity module's record page.