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- Invoices:
- - the user should be able to create/edit/delete invoices
- - fields:
- - employee (usually the user who created the invoice. Can be edited by admin/superuser)
- - customer (mandatory)
- - contact person (picked from the available list of contact persons of the customer)
- - date
- - due date (auto-calculated as date + payment term no. of days), can be edited
- - name (loaded from customer, editable)
- - address (loaded from customer, editable)
- - project
- - cost center
- - currency
- - credit invoice yes/no
- - amount (auto-calculated as sum of net amount of all invoice rows)
- - rebate type (absolute / percentage)
- - rebate value
- - net amount (auto-calculated as amount - rebate)
- - vat (auto-calculated as net amount * <vat rate>)
- - gross amount (auto-calculated as net amount + vat)
- - payment term (linked to payment terms table)
- - vat (linked to vat table)
- - reverse charge yes/no
- - note field (multiline)
- - OCR field (string field)
- - invoice rows:
- - 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
- - fields:
- - name
- - description
- - quantity (only editable if article selected)
- - amount (extracted from the selected linked item)
- - rebate type (absolute / percentage)
- - rebate value
- - net amount (auto-calculated as amount - rebate)
- - remarks:
- - 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)
- - 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
- - 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
- Payment Terms:
- - fields: name, no. of days
- - optionally linked to a customer, else global
- - default added for every company: 15, 30, 45 days
- VAT:
- - fields: amount
- - optionally linked to a customer, else global
- - defaults: 0%, 6%, 12%, 25%
- Customers:
- - add contact persons secondary table which contains (for now) the following information: First Name, Last Name, Email Address
- - add invoicing settings:
- - optional default payment term
- - optional default vat
- - optional default contact person
- Articles:
- - 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)
- - fields: name, description, active date range (?)
- - optionally linked to a customer (maybe a company invoices the same thing to all of its customers)
- - includes price
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