Invoice Manager Guide
Overview
Section titled “Overview”Invoice Manager is the daily workspace at /flow. It is separate from the Frappe desk and optimized for AP and AR operators.
Layout
Section titled “Layout”| Area | Purpose |
|---|---|
| Home | Dashboard counts and recent invoices |
| In Docs | Purchase invoices (AP) |
| Out Docs | Sales invoices (AR) |
| Header | Search, notifications, user menu; logout releases locks |
| Users / My settings | User administration and personal UI settings (where enabled) |
Home, In Docs (AP), and Out Docs (AR) are the primary navigation areas.
Payments and Receipts menu entries may appear as placeholders — use ERP or future releases for full payment ops.
Home dashboard
Section titled “Home dashboard”Shows purchase total, sales total, Needs Attention, Ready to Send, and recent lists.
Status cards and New Invoice give a daily snapshot. Details: Dashboard & Overview Stats.
List views (In Docs / Out Docs)
Section titled “List views (In Docs / Out Docs)”In Docs (AP)
Section titled “In Docs (AP)”
Purchase invoice queue with search, filters, list/kanban, upload, and new invoice.
Out Docs (AR)
Section titled “Out Docs (AR)”
Sales invoice queue for create, upload, review, and PEPPOL send.
Common tools on both lists:
- Search by party name or invoice number
- Filters (workflow state, dates, legal entity, source channel, …)
- Column picker
- Refresh
- New Invoice and Upload Invoice
Open a row to edit.
Detail screen
Section titled “Detail screen”Typical building blocks:
| Region | Use |
|---|---|
| Header fields | Party, dates, PEPPOL ids, legal entity |
| Line items | Quantities, prices, tax codes |
| Taxes / charges | VAT breakdown and allowances/charges |
| PDF viewer | Original document (Show PDF) |
| Workflow actions | Submit, approve, reject, send, post |
| PEPPOL format | Choose receiver-compatible format when sending |
| AI assistant | Ask questions / get suggestions when enabled |
| Presence / lock | See who is viewing; acquire edit lock to change fields |
Header shows document type, presence, workflow state, Show PDF, and Lock and Edit.
Keyboard of workflows
Section titled “Keyboard of workflows”| Tab | Primary outcome |
|---|---|
| In Docs | Approved → status updates when posted to ERP / confirmed via API (Posted to ERP) |
| Out Docs | Ready to Send → Sent to Customer |
State reference: Invoice States.
Out Docs create actions
Section titled “Out Docs create actions”| Action | When |
|---|---|
| New Invoice | Low volume manual entry |
| Upload Invoice | PDF/XML (BYOK AI for plain PDFs) |
| Other paths | AR email, ERP fetch, API — still appear as Out Docs rows |
Full guide: Creating & Sending Sales Invoices.