Invoices

Overview

The Invoices module handles billing for completed work. Invoices are generated from bookings, support line items for services and parts, and track payment status through to settlement.

Key Concepts

• Invoice Number — Auto-generated sequential number per Garage.
• Status Lifecycle — draft → issued → partially_paid → paid. Invoices can also be void.
• Line Items — Each invoice contains line items for services rendered and parts used, with quantities, unit prices, and tax.
• Dates — issuedAt (when sent to customer) and dueAt (payment deadline).

Primary Flows

1. Generate from Booking — Complete a booking and click "Generate Invoice". Services and parts auto-populate as line items.
2. Review and Issue — Edit line items if needed, set the due date, then issue. The invoice number is assigned at this point.
3. Record Payment — Record full or partial payments. The balance updates automatically.
4. Download PDF — Generate and download a PDF of the invoice, stored in cloud storage for future access.

Payments

Payments are recorded against invoices with the payment method and amount. Multiple partial payments are supported. The invoice status updates automatically:

• Full amount paid → paid
• Partial amount → partially_paid

Permissions and Plan Gating

Invoices are available on all plans. PDF generation requires Starter or above.

Related

• Bookings — Invoices are generated from completed bookings
• Customers — Invoices are addressed to customers
• Reports — Invoice data feeds into financial reports
• Expenses — Together with expenses, invoices form your P&L

FAQ

Q: Can I edit an issued invoice? A: No. Once issued, an invoice is immutable. Void it and create a new one if corrections are needed.

Q: How are taxes calculated? A: Tax is set per line item. autoGMS does not auto-calculate tax rates — set the applicable rate for your jurisdiction.

Q: Can I send invoices by email? A: Not yet. Download the PDF and send it manually or through your email client.