Invoices

Purpose

This screen is part of the customer space: it lets a customer view their own invoices and see what has already been settled.

It is therefore aimed not at the company's staff, but at the customers you open access to the application for.

Not to be confused with sales invoices

Financial management → Sales invoices is the internal screen: it lists every invoice issued, and allows them to be printed and credit notes to be raised. The screen described here is the customer-side view, limited to viewing.

Who can access this module?

The Client chapter depends on the Acces client right, set in Profiles. It is disabled by default in the side menu: only accounts holding that right see it appear.

Access

• Menu: Client → Invoices
• Address: /client-factures
• Screen title: Factures du client

The invoice list

The screen presents a plain table, with no filter and no search.

Column	Content
Id	The invoice's internal identifier.
Reference	The invoice number.
Date	The date of issue, in dd/mm/yyyy format.
Client	The customer invoiced.
Valeur	The invoice amount.
Payé	The amount already settled.

The rows alternate between two background colours to make reading easier.

Reading the amount left to pay

The screen displays no balance: it is the difference between Valeur and Payé that shows what is still owed. An invoice whose two columns are equal is settled.

The screen shows the first 50 invoices

There is no pagination, no filter and no search. Beyond 50 invoices, the rest cannot be reached from this screen.

Setting up customer access

Opening this space to a customer takes three steps, all carried out on the company side:

1. Create a profile with the Acces client box ticked, in Profiles.
2. Create an account for the customer in Users, giving them that profile.
3. Give the customer their login, the workspace code and their password — see Signing in.

Check the scope before opening an access

The Acces client profile must be created with the strict minimum. A customer must see neither the other customers nor the company's commercial data: tick no other box in their profile.

Check the result by signing in with a test account before handing over the credentials.

Messages and troubleshooting

Situation	Message	What to do
The Client menu does not appear	—	The Acces client right is not granted to the account's profile.
The table is empty	No message	No invoice is attached, or the account is not linked to the right customer.
A recent invoice does not appear	—	The screen is limited to the first 50 invoices.
The Payé column is zero	—	No collection has been recorded for that invoice yet.
The customer sees invoices that are not theirs	—	Check the profile and the account's link; contact support.
The session has expired	Automatic return to the sign-in screen	Sign in again.

Known limitations in this version

• The screen is limited to the first 50 invoices, with no pagination and no search.
• No filter by period or by settlement state.
• No balance and no total is displayed: the amount left to pay is worked out by hand.
• No printing and no download of the invoice is offered to the customer.
• No invoice detail can be viewed: the lines are not accessible.
• No online payment and no payment request.
• The Client menu entry is disabled by default in the application.

See also

• Appointments — the other screen of the customer space.
• Financial management → Sales invoices — the internal view of the invoices.
• Financial management → Receivables — settlement tracking on the company side.
• Profiles — the Acces client right.
• Users — creating the customer account.