Create and Modify a Customer Invoice

The HtkDoli Invoices module allows you to easily create and edit customer invoices. The app is designed to run smoothly even with limited network connectivity.

Creation and Editing Mode

The form screen handles two main scenarios with specific behaviors:

1. Creation of a new invoice (Offline-First)

   • When created, the invoice is saved locally on your device immediately with a temporary identifier (eg: (PROV)).
   • The application queues the sending of the invoice to your Dolibarr server. This allows you to continue using the application without waiting for a response from the server.
   • The initial status during creation is always “Draft”.

2. Editing an existing invoice (Optimistic UI)

   • Any changes made to an existing invoice (already synchronized with the server) are applied instantly in the application interface.
   • Changes are then queued to be sent and updated on your Dolibarr instance in the background.

Fill in the Invoice Information

The create/edit screen is divided into several essential sections.

1. Client Selection (Third Party)

This field is required.

• You must select a client from the list of your registered and synchronized third parties.
• The application automatically filters third parties to only display those with which an invoice can be linked.

2. Dates

• Invoicing date: The date the invoice was issued (by default, today’s date).
• Due date: The deadline by which the invoice must be paid.

3. Conditions and Project

• Payment conditions: Deadlines granted (e.g. 30 days, upon receipt, etc.), retrieved from the dictionary of your Dolibarr server.
• Payment method: Payment methods accepted (e.g. bank transfer, credit card, check), also from Dolibarr configurations.
• Linked project: Optionally, you can associate this invoice with an existing project on Dolibarr.

4. Invoice lines (Products and Services)

You can add as many lines as necessary to your invoice. For each line, a dedicated window allows you to specify:

• Product or Service: You can search in your product/service catalog. Selecting a product automatically fills in its description, price and VAT.
• Barcode Scan: The application includes a functionality allowing you to scan the barcode of a product using the camera, in order to quickly find it in your database.
• Description: Free text detailing the service or product.
• Quantity and Unit Price excluding tax.
• VAT rate (%).
• Discount (%) granted specifically on this line.

5. Notes

• Public note: Information displayed on the generated invoice (PDF) visible to the customer.
• Private note: Internal information intended for employees, not visible on the final document.

Validation and Registration

Once the form is completed, the save button (Create or Save) allows you to validate the data. If mandatory information (such as customer) is missing, the system will warn you at the bottom of the screen. After saving, you are automatically redirected to the previous view, while the application takes care of the invoice synchronization in the background.