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.