Employee workspace

Invoices

Sales, sourcing, operations, finance, and service work in one place.

Control Live records

Invoices

Review issued invoices, payment references, proof status, VAT totals, and the client access state that depends on finance verification.

Issue invoice Verify payments

Invoices

1

Invoices issued against sales orders.

Total value

OMR  1,472.940

Invoice totals currently visible in this workspace.

Proof linked

1

Invoices with a submitted or verified proof.

Verified

5

Payment proofs already finance verified.

Invoice queue

Finance documents

1 open

INV-C03E37BA

INV-C03E37BA

SO-E4500479 · OMR  1,472.940 · Verified

Paid
Sales order SO-E4500479
Status Issued
Total OMR  1,472.940
Open record

Invoice detail

INV-C03E37BA

Paid

Review invoice total, payment reference, linked payment proof, and client access impact before finance marks the payment verified.

Sales order

SO-E4500479

Status

Issued

Total

OMR  1,472.940

Payment reference

DST-SMOKE-PAY-gha-27486421902-1

Proof

Verified

Bank reference

BANK-SMOKE-gha-27486421902-1

Client access

Full

Shipment

Loaded On Vessel

Finance flow

Invoice review should keep the commercial document, payment proof, and portal-access impact together.

Issue invoice

Create the invoice from an order and configured numbering policy.

Open

Payment proof

Verify or reject payment proof from the finance workbench.

Open

Client access

Verified payment unlocks full client order, shipment, invoice, and document access.

Open

Settings snapshot

Finance settings must be snapshotted when documents are issued.

VAT

VAT defaults to 5% and remains configurable in settings.

Open

Payment instructions

Bank transfer details and payment reference format are configurable.

Open

Document format

PDF language/format can be selected by settings.

Open

Files and previews

Invoice PDF

Generated invoice PDF should snapshot numbering, VAT, bank details, language, and template settings.

PDF

Proof and receipt

Payment proof and receipt files should preview beside the related invoice once uploaded or generated.

Files