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a guest Jul 23rd, 2019 86 Never
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  1. Invoices:
  2. - the user should be able to create/edit/delete invoices
  3. - fields:
  4.   - employee (usually the user who created the invoice. Can be edited by admin/superuser)
  5.   - customer (mandatory)
  6.   - contact person (picked from the available list of contact persons of the customer)
  7.   - date
  8.   - due date (auto-calculated as date + payment term no. of days), can be edited
  9.   - name (loaded from customer, editable)
  10.   - address (loaded from customer, editable)
  11.   - project
  12.   - cost center
  13.   - currency
  14.   - credit invoice yes/no
  15.   - amount (auto-calculated as sum of net amount of all invoice rows)
  16.   - rebate type (absolute / percentage)
  17.   - rebate value
  18.   - net amount (auto-calculated as amount - rebate)
  19.   - vat (auto-calculated as net amount * <vat rate>)
  20.   - gross amount (auto-calculated as net amount + vat)
  21.   - payment term (linked to payment terms table)
  22.   - vat (linked to vat table)
  23.   - reverse charge yes/no
  24.   - note field (multiline)
  25.   - OCR field (string field)
  26. - invoice rows:
  27.   - can be loaded from an expense, a project report, a supplier invoice or an article. If a project has been selected in the invoice header, the available items will be filtered by the given project
  28.   - fields:
  29.     - name
  30.     - description
  31.     - quantity (only editable if article selected)
  32.     - amount (extracted from the selected linked item)
  33.     - rebate type (absolute / percentage)
  34.     - rebate value
  35.     - net amount (auto-calculated as amount - rebate)
  36. - remarks:
  37.   - multiple expenses, project reports, etc. could be optionally cumulated into a single invoice row (e.g. we have 30 invoices but we invoice only the total, no need to display details)
  38.   - all linked items will get the "invoiced" flag (either by setting a bool value on the table or by computing it based on the link), meaning they can no longer be selected in another invoice  
  39.   - possibility to export as PDF and should be able to send to the invoicing contact person of the customer and optionally to the invoice contact person as cc
  40.  
  41. Payment Terms:
  42. - fields: name, no. of days
  43. - optionally linked to a customer, else global
  44. - default added for every company: 15, 30, 45 days
  45.  
  46. VAT:
  47. - fields: amount
  48. - optionally linked to a customer, else global
  49. - defaults: 0%, 6%, 12%, 25%
  50.  
  51. Customers:
  52. - add contact persons secondary table which contains (for now) the following information: First Name, Last Name, Email Address
  53. - add invoicing settings:
  54.   - optional default payment term
  55.   - optional default vat
  56.   - optional default contact person
  57.  
  58. Articles:
  59. - Usually denotes stuff that is invoiced periodically to a customer but does not fall in one of the existing categories (expenses, project reports, supplier invoices)
  60. - fields: name, description, active date range (?)
  61. - optionally linked to a customer (maybe a company invoices the same thing to all of its customers)
  62. - includes price
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