Invoicing & Financial Management Documentation Plan

Overview

Corcava's invoicing and financial management system provides a complete solution for creating professional invoices, managing payments, tracking expenses, and generating financial reports. The system includes multi-currency support, automated recurring billing, client-facing payment portals, and comprehensive financial analytics for business management.

Documentation Structure Plan

1. Professional Invoicing

• Invoice Creation - Creating branded invoices with customizable templates
• Invoice Management - Managing invoice status, editing, and organization
• Invoice Items and Line Items - Managing invoice items, quantities, and pricing
• Invoice Status Management - Draft, sent, closed, cancelled, and open status tracking
• Invoice Numbering - Automated invoice numbering and prefix settings

2. Multi-currency Support

• Currency Management - Supporting multiple currencies for international clients
• Exchange Rate Handling - Automatic currency conversion and exchange rate management
• Base Currency Configuration - Team base currency settings and conversions
• Currency-Specific Invoicing - Creating invoices in client-specific currencies
• Multi-currency Reporting - Financial reporting across different currencies

3. Payment Tracking

• Payment Recording - Recording and tracking invoice payments
• Payment Status Management - Tracking paid, outstanding, and partial payment amounts
• Multiple Payment Methods - Supporting various payment methods and processors
• Payment History - Complete payment history and transaction records
• Outstanding Balance Tracking - Monitoring unpaid invoices and overdue amounts

4. Recurring Invoices

• Automated Invoice Generation - Scheduled automatic invoice creation
• Recurring Billing Settings - Configuring frequency and billing schedules
• Client-Specific Recurring Settings - Custom recurring settings per client
• Time-Based Invoice Generation - Automatic invoicing based on time tracking data
• Recurring Invoice Management - Managing and monitoring recurring billing

5. Invoice Portal

• Client-Facing Portal - Dedicated portal for clients to view and pay invoices
• Online Payment Processing - Integrated payment processing through Stripe and PassimPay
• Invoice Viewing - Client access to invoice details and payment history
• Payment Gateway Integration - Multiple payment gateway support for client payments
• Secure Invoice Access - Secure hash-based invoice access for clients

6. Financial Reports

• Revenue Tracking - Comprehensive revenue reporting and analytics
• Outstanding Payments - Reports on unpaid invoices and overdue amounts
• Financial Analytics - Dashboard widgets and financial performance metrics
• Invoice Analytics - Invoice-specific reporting and performance tracking
• Team Financial Reports - Team-level financial reporting and analytics

7. Expense Management

• Expense Tracking - Recording and categorizing business expenses
• Expense Categories - Organizing expenses by categories and projects
• Billable Expenses - Marking expenses as billable to clients
• Expense Reporting - Expense reports and analytics
• Project-Based Expenses - Associating expenses with specific projects

Key Features Based on Code Analysis

✅ Professional Invoicing System

• Invoice creation with customizable templates and branding
• Invoice status management (draft, sent, closed, cancelled, open)
• Automated invoice numbering with prefix settings
• Invoice items management with quantities and pricing
• PDF invoice generation and email delivery

✅ Multi-currency Support

• Multiple currency support for international clients
• Automatic exchange rate conversion and management
• Base currency configuration for teams
• Currency-specific invoice amounts and conversions
• Multi-currency payment tracking and reporting

✅ Payment Processing Integration

• Stripe payment processing integration
• PassimPay cryptocurrency payment support
• Webhook-based payment status updates
• Multiple payment method support
• Secure payment processing and tracking

✅ Payment Tracking System

• Comprehensive payment recording and tracking
• Outstanding balance monitoring and management
• Payment history and transaction records
• Partial payment support and tracking
• Payment status management and updates

✅ Automated Invoice Generation

• Scheduled automatic invoice generation
• Time-based invoice creation from time tracking data
• Client-specific recurring billing settings
• Frequency-based invoice generation (monthly, bi-weekly, weekly)
• Automated email delivery to clients

✅ Client Invoice Portal

• Secure hash-based invoice access for clients
• Online payment processing through multiple gateways
• Client-facing invoice viewing and payment
• Payment confirmation and receipt generation
• Secure invoice delivery and access

✅ Financial Reporting

• Dashboard financial widgets and analytics
• Revenue tracking and reporting
• Outstanding payment monitoring
• Invoice performance analytics
• Team-level financial reporting

✅ Expense Management

• Business expense tracking and categorization
• Project-based expense association
• Billable expense marking and tracking
• Expense reporting and analytics
• File attachment support for expense receipts

Documentation Priority Order

1. Start Here: Professional Invoicing and Multi-currency Support
2. Core Features: Payment Tracking and Recurring Invoices
3. Client Features: Invoice Portal and Financial Reports
4. Business Management: Expense Management

This structure provides comprehensive coverage of Corcava's invoicing and financial management capabilities based on actual code analysis, ensuring accurate documentation of implemented features including professional invoicing, multi-currency support, payment processing, recurring billing, client portals, and expense management.