| Number | Date | Due | Client | Items | Total | Status |
|---|
| Item | Description | Qty | Unit £ | Line £ |
|---|
| Company | Contact | Terms | Invoiced |
|---|
Every sellable item, coded. Prices here are the defaults pulled onto an invoice; you can override a line on the invoice itself.
| Code | Item | Price |
|---|
A bill gets its number (PB-year-0001 onwards) the first time it is saved. A wrong entry is set to Void, not deleted, so the run of numbers stays complete for the accountant.
| Number | Date | Supplier | For | Gross | Status |
|---|
| Supplier | Contact | Terms | Spent |
|---|
A sole trader's invoices must show the owner's name. The sheet prints: "Trading name is a trading name of Proprietor".
Placeholders: {contact} {number} {total} {due} {client} {company}
Test invoices are numbered TEST-0001 onwards, never count towards totals or exports, and can be deleted one at a time from the invoice, or all at once here. Numbered real invoices are never deleted: void them instead, so the number sequence stays complete.
The Wire, Heatmap, Signal Board, Spotlight and Gap Board on gridteamai.com read their data from here. Every publish by a scheduled task is a new version; nothing is ever overwritten. If a version is wrong, roll back: the site follows within five minutes. Roll forward undoes a roll-back.
| Board | Live version | Published | Note |
|---|