Skip to main content

Invoicing

GST-aware, recurring-friendly, with TDS settlement built in.

Invoices list

What's working​

  • GST math:
    • Client state code from GSTIN → intra-state (CGST + SGST half-half) vs inter-state (IGST).
    • Per-line HSNCode + TaxRate → TaxAmount auto-computed.
    • IsGSTRegistered = 0 clients → no GST, plain invoice.
  • Firm-scoped invoice numbering — Firm.InvoiceNumberPrefix (e.g. 'TUL') + FY ("26-27") + padded series → TUL/26-27/0001. Atomic counter via InvoiceCounter table — gapless allocation, race-free.
  • Recurring engagements — ClientService × frequency × due-date math materialises monthly invoices for retainer clients. Daily cron at 5am IST (IssueRecurringInvoices task).
  • TDS handling (Slice F2/F3):
    • Client.IsTDSDeductor = 1 → auto-compute TDSAmount = 10% of Subtotal.
    • Payment-time settlement — when a client pays ₹X net-of-TDS, our InvoicePayment row captures TDSDeducted; F3 ledger tracks TDSCredit lifecycle (Deducted → Reflected in 26AS → Claimed in ITR).
  • Credit notes — CreditNote table with state machine (Draft / Issued / Cancelled), linked to original invoice, GST Act §34 compliant.
  • PDF rendering — lib/invoicePdf.mjs produces a clean A4 invoice PDF with firm logo, GST breakdown, terms, bank details.
  • Bulk email send — Slice 18c sends overdue-invoice reminders via SendGrid daily at 5am with PDF attached, per-firm cadence config (FirmReminderConfig), de-duped to prevent double sends.
  • Excel import — invoices + lines via multi-sheet template, transient natural key (InvoiceRef matches parent rows to child lines).

What's stub / pending​

  • e-Invoice IRN push — needs GST Suvidha Provider (GSP) onboarding. The data model is e-Invoice ready (Firm.InvoiceNumberPrefix, GSTIN, HSN, place of supply); only the actual API call to NIC is missing.
  • GSTR-1 inclusion preview — clicking an invoice could show "this will appear in GSTR-1 section: b2b" with the row preview.
  • Multi-currency — INR-only today. Foreign-currency export invoices would need extra modeling.